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Courage Miller Partners LLC Boosts Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Courage Miller Partners LLC grew its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 1.9% during the first quarter, HoldingsChannel.com reports. The firm owned 147,372 shares of the company’s stock after purchasing an additional 2,739 shares during the period. Schwab US Small-Cap ETF makes up approximately 2.6% of Courage Miller […] ....

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Schwab International Equity ETF (NYSEARCA:SCHF) Shares Sold by Summit Financial Strategies Inc.

Summit Financial Strategies Inc. lessened its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 0.8% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 158,766 shares of the company’s stock after selling 1,295 shares during […] ....

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Summit Financial Strategies Inc. Has $420,000 Stake in McDonald's Co. (NYSE:MCD)

Summit Financial Strategies Inc. reduced its position in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 27.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,502 shares of the fast-food giant’s stock after selling 576 shares during the period. Summit […] ....

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Summit Financial Strategies Inc. Has $525,000 Holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Summit Financial Strategies Inc. lifted its position in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 153.0% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,490 shares of the company’s stock after acquiring an additional 1,506 shares […] ....

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Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) is Summit Financial Strategies Inc.'s 7th Largest Position

Summit Financial Strategies Inc. increased its stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 1.9% in the 1st quarter, Holdings Channel.com reports. The fund owned 134,279 shares of the company’s stock after acquiring an additional 2,567 shares during the quarter. Vanguard Small-Cap Growth ETF comprises approximately 5.7% of Summit Financial Strategies Inc.’s […] ....

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