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Creative Planning Reduces Position in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)

Creative Planning reduced its position in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 1.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 24,801,528 shares of the company’s stock after selling 369,295 shares during the quarter. Schwab Emerging Markets Equity ETF […] ....

Company-profile , Broadview-financial-management , Sollinda-capital-management , Stirling-capital-management , Vawter-financial-ltd , Exchange-commission , Waterford-advisors , Creative-planning , Schwab-emerging-markets-equity , Free-report , Emerging-markets-equity

Cabana LLC Invests $1.31 Million in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Cabana LLC bought a new position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 17,000 shares of the company’s stock, valued at approximately $1,309,000. Vanguard Short-Term Bond ETF comprises approximately 6.0% of […] ....

Westwood-holdings-group-inc , Lokken-investment-group , Exchange-commission , Security-national-bank , Waterford-advisors , Valley-financial-group-inc , Vanguard-short-term-bond , Free-report , Short-term-bond , National-bank , Holdings-group

Bush Investment Group LLC Invests $1.57 Million in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Bush Investment Group LLC acquired a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the 4th quarter, HoldingsChannel.com reports. The firm acquired 33,933 shares of the company’s stock, valued at approximately $1,565,000. Schwab U.S. Aggregate Bond ETF accounts for about 1.4% of Bush Investment Group LLC’s investment portfolio, making the […] ....

Atria-investments-inc , Bush-investment-group , Wealthplan-investment-management , Fort-pitt-capital-group , Southstate-corp , Waterford-advisors , Charles-schwab , Free-report , Plan-investment-management , Investments-inc , Pitt-capital-group

Burkett Financial Services LLC Buys Shares of 2,389 Vanguard Growth ETF (NYSEARCA:VUG)

Burkett Financial Services LLC bought a new position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 2,389 shares of the company’s stock, valued at approximately $743,000. Vanguard Growth ETF accounts for about 0.4% […] ....

United-states , Burkett-financial-services , Wealthplan-investment-management , Insight-advisors , Securities-inc , Securities-exchange-commission , Company-profile , Clearstead-advisors , Waterford-advisors , Vanguard-growth-index-fund , Vanguard-growth

Isthmus Partners LLC Buys 200 Shares of The Procter & Gamble Company (NYSE:PG)

Isthmus Partners LLC lifted its stake in The Procter & Gamble Company (NYSE:PG – Free Report) by 1.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,605 shares of the company’s stock after acquiring an additional 200 shares during the quarter. Isthmus […] ....

Sundarg-raman , Ceor-alexandra-keith , Wealthplan-investment-management , Jefferies-financial-group , Procter-gamble , Jackson-thornton-asset-management , Americana-partners , Waterford-advisors , Health-care , Jump-financial , Deutsche-bank-aktiengesellschaft