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May 2, 2024
Brighton Jones LLC trimmed its holdings in Vanguard Global ex-U.S. Real Estate ETF (NASDAQ:VNQI – Free Report) by 48.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,539 shares of the company’s stock after selling 13,888 shares during the quarter. Brighton […]
April 27, 2024
RWA Wealth Partners LLC cut its holdings in shares of Invesco Senior Loan ETF (NYSEARCA:BKLN – Free Report) by 87.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,694 shares of the exchange traded fund’s stock after selling 66,970 shares during […]
April 27, 2024
Bailard Inc. lessened its holdings in shares of Vanguard Global ex-U.S. Real Estate ETF (NASDAQ:VNQI – Free Report) by 5.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 18,331 shares of the company’s stock after selling 998 shares during the quarter. Bailard Inc.’s holdings […]
April 9, 2024
RFG Advisory LLC boosted its stake in shares of Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 2.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 339,729 shares of the company’s stock after purchasing an additional 8,237 shares during the period. Schwab […]
April 2, 2024
Osborne Partners Capital Management LLC boosted its holdings in shares of Vanguard Global ex-U.S. Real Estate ETF (NASDAQ:VNQI – Free Report) by 23.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 32,488 shares of the company’s stock after purchasing an additional 6,165 shares […]
March 31, 2024
Courage Miller Partners LLC lifted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 0.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 140,762 shares of the company’s stock after purchasing an additional 1,143 shares during the period. Schwab […]
March 31, 2024
Halpern Financial Inc. boosted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 4.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 280,201 shares of the company’s stock after purchasing an […]
March 31, 2024
Hengehold Capital Management LLC grew its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 0.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 355,048 shares of the company’s stock after acquiring an additional 2,211 shares […]
March 31, 2024
Courage Miller Partners LLC lifted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 0.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 140,762 shares of the company’s stock after purchasing an additional 1,143 shares during the period. Schwab […]
March 29, 2024
Traynor Capital Management Inc. bought a new position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 3,998 shares of the company’s stock, valued at approximately $304,000. Several other institutional investors have also recently […]