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Alpha Cubed Investments LLC Has $103,000 Stock Holdings in Invesco California Value Municipal Income Trust (NYSE:VCV)

Alpha Cubed Investments LLC Has $103,000 Stock Holdings in Invesco California Value Municipal Income Trust (NYSE:VCV)
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Brighton Jones LLC Has $665,000 Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Brighton Jones LLC Has $665,000 Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)
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Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Shares Acquired by Summit Asset Management LLC

Summit Asset Management LLC boosted its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 1.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 354,576 shares of the company’s stock after purchasing an additional 6,002 shares during the quarter. Schwab […]

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Wilbanks Smith & Thomas Asset Management LLC Sells 736 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Wilbanks Smith & Thomas Asset Management LLC Sells 736 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)
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Thomas-asset-management

Raymond James Financial Services Advisors Inc. Buys 378,773 Shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Raymond James Financial Services Advisors Inc. lifted its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 11.8% during the 1st quarter, Holdings Channel reports. The firm owned 3,600,863 shares of the company’s stock after acquiring an additional 378,773 shares during the period. Raymond James Financial Services Advisors Inc.’s holdings in Schwab […]

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