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Creative Planning grew its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 0.3% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 10,259,228 shares of the company’s stock after acquiring an additional 25,791 shares during the quarter. Schwab U.S. Mid-Cap […] ....
UBS Group AG raised its holdings in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 0.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,531,928 shares of the company’s stock after acquiring an additional 24,975 shares during the […] ....
Cornerstone Advisors LLC trimmed its holdings in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 26.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 63,700 shares of the biopharmaceutical company’s stock after selling 23,500 shares during the quarter. Cornerstone Advisors LLC’s […] ....
Coldstream Capital Management Inc. raised its position in The Walt Disney Company (NYSE:DIS – Free Report) by 30.1% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 28,456 shares of the entertainment giant’s stock after purchasing an additional 6,583 shares during the period. Coldstream Capital Management Inc.’s holdings in Walt Disney were worth $2,569,000 […] ....
Saratoga Research & Investment Management reduced its position in The Walt Disney Company (NYSE:DIS – Free Report) by 9.1% in the 4th quarter, HoldingsChannel.com reports. The firm owned 1,386,519 shares of the entertainment giant’s stock after selling 139,042 shares during the period. Walt Disney accounts for about 5.8% of Saratoga Research & Investment Management’s holdings, […] ....