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Angeles Investment Advisors LLC Buys 333 Shares of The Charles Schwab Co. (NYSE:SCHW)

Angeles Investment Advisors LLC boosted its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 4.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 7,884 shares of the financial services provider’s stock after purchasing an additional 333 shares during the […]

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Arbor Capital Management Inc. ADV Purchases 457 Shares of Invesco Active U.S. Real Estate ETF (NYSEARCA:PSR)

Arbor Capital Management Inc. ADV increased its holdings in Invesco Active U.S. Real Estate ETF (NYSEARCA:PSR – Free Report) by 10.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,992 shares of the company’s stock after acquiring an additional 457 shares during […]

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CWA Asset Management Group LLC Boosts Stock Position in The Charles Schwab Co. (NYSE:SCHW)

CWA Asset Management Group LLC lifted its position in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 1.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 32,364 shares of the financial services provider’s stock after purchasing an additional […]

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Citigroup

CWA Asset Management Group LLC Boosts Stock Position in The Charles Schwab Co. (NYSE:SCHW)

CWA Asset Management Group LLC lifted its position in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 1.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 32,364 shares of the financial services provider’s stock after purchasing an additional […]

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America
Jonathanm-craig
Charles-schwab
Bernardj-clark
Piper-sandler
Asset-management-group
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Courier-capital
Advisor-services

4,404 Shares in Schwab US Small-Cap ETF (NYSEARCA:SCHA) Purchased by J. L. Bainbridge & Co. Inc.

J. L. Bainbridge & Co. Inc. acquired a new stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 4,404 shares of the company’s stock, valued at approximately $208,000. […]

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