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Continuum Advisory LLC Has $2 Million Stock Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Continuum Advisory LLC trimmed its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) by 14.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 49,445 shares of the company’s stock after selling 8,325 shares during the quarter. Continuum Advisory LLC’s holdings […]

Advisor Group Holdings Inc Increases Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Advisor Group Holdings Inc. raised its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) by 3.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,198,405 shares of the company’s stock after buying an additional 76,411 shares during […]

Lord Abbett & CO LLC Raises Position in Valmont Industries, Inc (NYSE:VMI)

Lord Abbett & CO. LLC increased its holdings in Valmont Industries, Inc. (NYSE:VMI – Get Rating) by 140.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 145,958 shares of the industrial products company’s stock after purchasing an additional 85,287 shares […]

Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Sold by Castle Wealth Management LLC

Castle Wealth Management LLC cut its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) by 34.1% in the fourth quarter, Holdings Channel.com reports. The fund owned 7,292 shares of the company’s stock after selling 3,772 shares during the quarter. Castle Wealth Management LLC’s holdings in Schwab US Small-Cap ETF were worth $295,000 as […]

Nicollet Investment Management Inc Has $807,000 Stock Holdings in Coterra Energy Inc (NYSE:CTRA)

Nicollet Investment Management Inc. lowered its stake in Coterra Energy Inc. (NYSE:CTRA – Get Rating) by 2.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 32,854 shares of the company’s stock after selling 671 shares during the quarter. Nicollet Investment Management […]

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