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Walter & Keenan Wealth Management LLC IN ADV Has $5 09 Million Holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Walter & Keenan Wealth Management LLC IN ADV lifted its position in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 0.3% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 91,489 shares of the company’s stock after buying an additional 316 shares during the quarter. Schwab US Broad Market ETF accounts for […]

Advisory Alpha LLC Sells 4,864 Shares of Schwab US Broad Market ETF (NYSEARCA:SCHB)

Advisory Alpha LLC lessened its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 13.2% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 31,907 shares of the company’s stock after selling 4,864 shares during the period. Advisory Alpha LLC’s holdings in […]

Advisory Alpha LLC Has $1 78 Million Holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Advisory Alpha LLC lessened its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 13.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 31,907 shares of the company’s stock after selling 4,864 shares during the […]

StrategIQ Financial Group LLC Has $594,000 Holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB)

StrategIQ Financial Group LLC lessened its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 2.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 10,679 shares of the company’s stock after selling 315 shares during the […]

SeaCrest Wealth Management LLC Sells 5,098 Shares of Schwab US Broad Market ETF (NYSEARCA:SCHB)

SeaCrest Wealth Management LLC lowered its position in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 5.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 84,265 shares of the company’s stock after selling 5,098 shares during the period. SeaCrest Wealth […]

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