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Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Shares Bought by Blankinship & Foster LLC

Blankinship & Foster LLC raised its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 289.1% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 21,005 shares of the company’s stock after purchasing an additional 15,606 shares during the quarter. Schwab U.S. Mid-Cap ETF comprises about 0.5% of Blankinship […] ....

Wealth Partners Inc , Larson Financial Group , Holdings Channel , Abbrea Capital , Mengis Capital Management Inc , Nicholas Hoffman Company , Charles Schwab , Blankinship Foster , Free Report , Capital Management , Financial Group , Dow Jones , Visit Holdingschannel ,

Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Stake Lifted by Northeast Financial Group Inc.

Northeast Financial Group Inc. lifted its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 12.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 209,045 shares of the company’s stock after purchasing an additional 23,381 shares […] ....

Wealth Partners Inc , Securities Exchange Commission , Abbrea Capital , Larson Financial Group , Mengis Capital Management Inc , Charles Schwab , Nicholas Hoffman Company , Financial Group Inc , Northeast Financial Group , Free Report , Financial Group , Capital Management , Dow Jones , Visit Holdingschannel , Schwab Us Mid Cap Etf , Nysearca Schm , Sec Filings , Hedge Fund Holdings , Institutional Investor Holdings ,

Savvy Advisors Inc. Invests $4.16 Million in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Savvy Advisors Inc. purchased a new stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) during the 4th quarter, Holdings Channel.com reports. The fund purchased 73,664 shares of the company’s stock, valued at approximately $4,155,000. Schwab US Large-Cap ETF comprises 4.0% of Savvy Advisors Inc.’s investment portfolio, making the stock its 3rd largest holding. […] ....

Dow Jones , Raymond James Associates , Abbrea Capital , Advisors Inc , Precision Wealth Strategies , Holdings Channel , Arete Wealth Advisors , Lodestar Private Asset Management , Savvy Advisors , Free Report , Wealth Advisors , Wealth Strategies , Private Asset Management , Cap Total Stock Market Index , Stock Market Index , Visit Holdingschannel ,

Ieq Capital LLC Purchases 2,481 Shares of Capital One Financial Co. (NYSE:COF)

Ieq Capital LLC Purchases 2,481 Shares of Capital One Financial Co. (NYSE:COF)
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United States , United Kingdom , New Mexico , Piper Sandler , Celia Karam , Capital One Financial Corporation , Capital One , National Association , Exchange Commission , Securities Exchange Commission , Ieq Capital , Daiwa Securities Group Inc , Abbrea Capital , Wolfe Research , Capital One Financial Co , Capital One Financial , Free Report , Avenue Securities , Mexico Educational Retirement Board , Daiwa Securities Group , Securities Group , One Financial , Get Free Report , One Financial Corporation , Consumer Banking , Capital One Financial Daily ,

Advisor OS LLC Makes New $233,000 Investment in Eaton Co. plc (NYSE:ETN)

Advisor OS LLC Makes New $233,000 Investment in Eaton Co. plc (NYSE:ETN)
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United States , Peter Denk , Heathb Monesmith , Wright Investors Service Inc , Jennison Associates , Eaton Co , Royal Bank , Eaton Company Profile , Securities Exchange Commission , Leeward Financial Partners , Eaton Corporation , Abbrea Capital , Free Report , Financial Partners , Wright Investors Service , Investors Service , Get Free Report , Exchange Commission , Electrical Americas , Electrical Global , Visit Holdingschannel , Eaton Daily ,