McGlone Suttner Wealth Management Inc. lifted its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 21.8% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 572,312 shares of the company’s stock after purchasing an additional 102,380 shares during the quarter. Schwab US […]
Triangle Securities Wealth Management cut its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 7.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 97,655 shares of the company’s stock after selling 7,766 shares during the period. […]
Walkner Condon Financial Advisors LLC lifted its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 3.7% in the first quarter, HoldingsChannel.com reports. The fund owned 69,655 shares of the company’s stock after buying an additional 2,464 shares during the quarter. Schwab US Large-Cap ETF comprises 0.9% of Walkner Condon Financial Advisors LLC’s […]
Avantax Planning Partners Inc. boosted its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 11.4% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 82,484 shares of the company’s stock after acquiring an additional 8,437 shares during the quarter. […]
SOL Capital Management CO increased its stake in shares of Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 7.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 38,890 shares of the company’s stock after purchasing an additional 2,800 […]