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213,713 Shares in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Acquired by Appleton Group LLC

Appleton Group LLC purchased a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Get Rating) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 213,713 shares of the company’s stock, valued at approximately $16,144,000. Schwab US Dividend Equity […]
Dow Jones Exchange Commission Company Profile Bourgeon Capital Management Appleton Group Danda Trouve Investment Management Inc

Appleton Group LLC Cuts Stock Position in CVS Health Co. (NYSE:CVS)

Appleton Group LLC lessened its position in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 6.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,925 shares of the pharmacy operator’s stock after selling 186 shares during the period. Appleton Group LLC’s […]
United States Health Daily Health Corp Wells Fargo Company Pharmacy Services Wealth Advisors

Appleton Group LLC Makes New $382,000 Investment in The TJX Companies, Inc. (NYSE:TJX)

Appleton Group LLC acquired a new position in The TJX Companies, Inc. (NYSE:TJX – Get Rating) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 4,800 shares of the apparel and home fashions retailer’s stock, valued at approximately $382,000. TJX Companies accounts for approximately 0.6% […]
Companies Company Profile Ascent Wealth Partners Mission Wealth Management Companies Trading Companies Inc Jpmorgan Chase Co
Source: wkrb13.com

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RE Dickinson Investment Advisors LLC Reduces Stock Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

RE Dickinson Investment Advisors LLC lowered its position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Get Rating) by 9.6% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 131,985 shares of the company’s stock after selling 13,942 shares during […]
Continental Investors Services Inc Securities Exchange Commission Charles Schwab Appleton Group Re Dickinson Investment Advisors Gradient Investments

Leisure Capital Management Sells 2,152 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Leisure Capital Management cut its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Get Rating) by 6.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 30,220 shares of the company’s stock after selling 2,152 shares during the period. Leisure Capital Management’s holdings in Schwab U.S. […]
Gradient Investments Gleason Group Inc Charles Schwab Continental Investors Services Inc Appleton Group Leisure Capital Management
Source: wkrb13.com

Harel Insurance Investments & Financial Services Ltd. Has $8.86 Million Position in Invesco WilderHill Clean Energy ETF (NYSEARCA:PBW)

Harel Insurance Investments & Financial Services Ltd. cut its holdings in Invesco WilderHill Clean Energy ETF (NYSEARCA:PBW – Get Rating) by 0.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 231,032 shares of the company’s stock after selling 271 shares during the quarter. Harel […]
Quarter For Invesco Wilderhill Clean Energy Prism Advisors Inc Capital Management Invesco Wilderhill Clean Energy Wilderhill Clean Energy Appleton Group
Source: wkrb13.com

Selective Wealth Management Inc. Sells 272 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Selective Wealth Management Inc. lowered its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Get Rating) by 2.4% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,172 shares of the company’s stock after selling 272 shares during the quarter. Selective Wealth Management […]
Charles Schwab Continental Investors Services Inc Securities Exchange Commission Thrivent Financial For Lutherans Gradient Investments Selective Wealth Management Inc
Source: wkrb13.com

HHM Wealth Advisors LLC Acquires 47,133 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

HHM Wealth Advisors LLC grew its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Get Rating) by 10.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 505,595 shares of the company’s stock after purchasing an additional 47,133 shares during the period. Schwab U.S. […]
Hhm Wealth Advisors Charles Schwab Continental Investors Services Inc Appleton Group Company Profile Gradient Investments

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