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January 5, 2024
Rovin Capital UT ADV increased its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 4.8% in the 3rd quarter, Holdings Channel reports. The firm owned 53,111 shares of the company’s stock after buying an additional 2,411 shares during the period. Schwab US Dividend Equity ETF makes up 1.7% of Rovin Capital […]
January 4, 2024
Kure Advisory LLC bought a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm bought 67,498 shares of the company’s stock, valued at approximately $4,776,000. Schwab US Dividend Equity ETF accounts for 2.7% of Kure Advisory […]
January 4, 2024
Apexium Financial LP lifted its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 11.9% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 226,114 shares of the company’s stock after acquiring an additional 24,033 shares during the […]
January 3, 2024
J.W. Cole Advisors Inc. reduced its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 21.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 48,215 shares of the company’s stock after selling 13,413 shares during the period. J.W. Cole Advisors […]
January 3, 2024
Adamsbrown Wealth Consultants LLC lessened its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 0.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 413,143 shares of the company’s stock after selling 3,722 shares during […]
January 2, 2024
First National Corp MA ADV lifted its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 2.7% in the third quarter, HoldingsChannel.com reports. The firm owned 188,006 shares of the company’s stock after purchasing an additional 4,861 shares during the quarter. Schwab US Dividend Equity ETF comprises 3.6% of First National Corp […]
January 1, 2024
Joel Isaacson & Co. LLC lifted its position in shares of ONEOK, Inc. (NYSE:OKE – Free Report) by 120.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 14,878 shares of the utilities provider’s stock after buying an additional 8,127 shares during the quarter. Joel […]
December 30, 2023
Ropes Wealth Advisors LLC acquired a new position in ONEOK, Inc. (NYSE:OKE – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 6,806 shares of the utilities provider’s stock, valued at approximately $432,000. Several other hedge funds have […]
December 30, 2023
Avestar Capital LLC grew its stake in Invesco Russell 2000 Dynamic Multifactor ETF (BATS:OMFS – Free Report) by 270.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 34,552 shares of the company’s stock after buying an additional 25,217 shares […]
December 29, 2023
Town & Country Bank & Trust CO dba First Bankers Trust CO bought a new stake in ONEOK, Inc. (NYSE:OKE – Free Report) in the 3rd quarter, HoldingsChannel reports. The firm bought 9,097 shares of the utilities provider’s stock, valued at approximately $577,000. Several other institutional investors have also modified their holdings of the stock. […]