Kingsview Wealth Management LLC trimmed its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 2.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,708 shares of the company’s stock after selling 521 shares during the quarter. Kingsview Wealth […]
Atlantic Edge Private Wealth Management LLC purchased a new stake in shares of Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor purchased 2,820 shares of the company’s stock, valued at approximately $99,000. Several other hedge funds also recently made changes to their positions […]
Hamel Associates Inc. reduced its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 2.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,800 shares of the company’s stock after selling 1,110 shares during the quarter. Hamel Associates Inc.’s […]
Clarity Capital Advisors LLC bought a new position in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 10,427 shares of the exchange traded fund’s stock, valued at approximately $483,000. […]
Clarity Capital Advisors LLC purchased a new stake in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm purchased 19,783 shares of the company’s stock, valued at approximately $490,000. Several other hedge funds also recently made changes to their positions in the stock. Charles Schwab Investment Advisory […]