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Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) Shares Sold by Walker Financial Services Inc.

Walker Financial Services Inc. trimmed its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 28.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 7,710 shares of the company’s stock after selling 3,060 shares during the quarter. Schwab Short-Term […]
Walker Financial Services Inc Exchange Commission Atlas Capital Advisors Kestra Private Wealth Services Charles Schwab Wealthshield Partners

Walker Financial Services Inc. Has $1.31 Million Holdings in The Coca-Cola Company (NYSE:KO)

Walker Financial Services Inc. boosted its stake in The Coca-Cola Company (NYSE:KO – Free Report) by 5.6% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 21,711 shares of the company’s stock after purchasing an additional 1,147 shares during the quarter. […]
Beatrizr Perez Monica Howard Douglas Arabesque Asset Management Ltd Pacific Wealth Strategies Group Inc Janney Capital Management Royal Bank

Walker Financial Services Inc. Acquires 194 Shares of Walmart Inc. (NYSE:WMT)

Walker Financial Services Inc. raised its stake in Walmart Inc. (NYSE:WMT – Free Report) by 6.5% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 3,163 shares of the retailer’s stock after acquiring an additional 194 shares during the period. Walmart accounts for about 0.5% of Walker Financial Services Inc.’s holdings, making the stock […]
United States Ceoc Douglas Mcmillon Roth Mkm Piper Sandler Johnd Rainey Robertw Baird

Trust Co. of Oklahoma Sells 100 Shares of Walmart Inc. (NYSE:WMT)

Trust Co. of Oklahoma lessened its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 0.9% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 11,399 shares of the retailer’s stock after selling 100 shares during the period. Trust […]
United States Alicel Walton Johnd Rainey Roth Mkm Walker Financial Services Inc Telsey Advisory Group

Schwab US Dividend Equity ETF (NYSEARCA:SCHD) is Walker Financial Services Inc.'s 2nd Largest Position

Walker Financial Services Inc. grew its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 7.4% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 284,524 shares of the company’s stock after buying an additional 19,496 shares during the period. Schwab […]
Dow Jones Walker Financial Services Inc Citigroup Inc United Bank York Mellon Corp Walker Financial Services

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Walker Financial Services Inc. Has $1.31 Million Holdings in The Coca-Cola Company (NYSE:KO)

Walker Financial Services Inc. boosted its stake in The Coca-Cola Company (NYSE:KO – Free Report) by 5.6% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 21,711 shares of the company’s stock after purchasing an additional 1,147 shares during the quarter. […]
Beatrizr Perez Monica Howard Douglas Walker Financial Services Inc Janney Capital Management Securities Exchange Commission Pacific Wealth Strategies Group Inc

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