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Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Bought by Gradient Capital Advisors LLC

Gradient Capital Advisors LLC raised its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) by 6.7% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 24,360 shares of the company’s stock after acquiring an additional 1,528 shares during the period. Gradient Capital Advisors LLC’s holdings in […]
Dow Jones Accurate Wealth Management Company Profile Harbor Group Inc Gradient Capital Advisors Intelligence Driven Advisers
Source: wkrb13.com

Aspire Wealth Management Corp Has $801,000 Stock Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Aspire Wealth Management Corp lowered its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) by 18.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 19,763 shares of the company’s stock after selling 4,376 shares during the quarter. Aspire Wealth Management Corp’s holdings […]
Dow Jones Wealth Management Corp Securities Exchange Commission Harbor Group Inc Round Table Services Intelligence Driven Advisers
Source: wkrb13.com

Integrated Advisors Network LLC Raises Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Integrated Advisors Network LLC boosted its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) by 3.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 123,343 shares of the company’s stock after buying an additional 4,198 shares during the period. […]
Dow Jones Harbor Group Inc Round Table Services Securities Exchange Commission Advisors Network Klingenstein Fields Co

Red Tortoise LLC Invests $849,000 in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Red Tortoise LLC purchased a new position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 20,964 shares of the company’s stock, valued at approximately $849,000. A number […]
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American Financial Advisors LLC Acquires 1,261 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

American Financial Advisors LLC increased its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) by 9.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,227 shares of the company’s stock after purchasing an additional 1,261 shares during the period. […]
United States Dow Jones American Financial Advisors Accurate Wealth Management Harbor Group Inc Exchange Commission

Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Sold by Alesco Advisors LLC

Alesco Advisors LLC trimmed its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) by 12.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,043 shares of the company’s stock after selling 1,029 shares during the period. Alesco Advisors LLC’s […]
Dow Jones Accurate Wealth Management Harbor Group Inc Klingenstein Fields Co Round Table Services Intelligence Driven Advisers
Source: wkrb13.com

Fragasso Group Inc. Takes $272,000 Position in Innovator MSCI EAFE Power Buffer ETF – July (NYSEARCA:IJUL)

Fragasso Group Inc. acquired a new stake in shares of Innovator MSCI EAFE Power Buffer ETF – July (NYSEARCA:IJUL – Get Rating) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 11,392 shares of the company’s stock, valued at approximately […]
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