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Riverview Capital Advisers LLC Sells 53,934 Shares of The Charles Schwab Co. (NYSE:SCHW)

Riverview Capital Advisers LLC trimmed its position in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 50.0% in the third quarter, HoldingsChannel reports. The firm owned 53,948 shares of the financial services provider’s stock after selling 53,934 shares during the quarter. Charles Schwab accounts for about 1.3% of Riverview Capital Advisers LLC’s holdings, making […] ....

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iShares Core S&P 500 ETF (NYSEARCA:IVV) Stock Position Reduced by Summit Financial Wealth Advisors LLC

iShares Core S&P 500 ETF (NYSEARCA:IVV) Stock Position Reduced by Summit Financial Wealth Advisors LLC
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Regimen Wealth LLC Purchases 2,460 Shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Regimen Wealth LLC raised its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 1.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 189,613 shares of the exchange traded fund’s stock after buying […] ....

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Regimen Wealth LLC Buys 268 Shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Regimen Wealth LLC lifted its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 0.7% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 37,707 shares of the company’s stock after acquiring an additional 268 shares during the quarter. Vanguard Tax-Exempt Bond ETF […] ....

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