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Andrews Lucia Wealth Management LLC Acquires Shares of 5,000 Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

Andrews Lucia Wealth Management LLC bought a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor bought 5,000 shares of the company’s stock, valued at approximately $246,000. Schwab Intermediate-Term U.S. Treasury ETF accounts for about 0.2% of Andrews Lucia Wealth Management […] ....

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Hartford Funds Management Co LLC Increases Holdings in Verizon Communications Inc. (NYSE:VZ)

Hartford Funds Management Co LLC grew its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 6.4% during the second quarter, according to its most recent filing with the SEC. The firm owned 9,759 shares of the cell phone carrier’s stock after acquiring an additional 589 shares during the period. Hartford Funds […] ....

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Dynamic Advisor Solutions LLC Sells 277 Shares of W. P. Carey Inc. (NYSE:WPC)

Dynamic Advisor Solutions LLC lessened its stake in shares of W. P. Carey Inc. (NYSE:WPC – Free Report) by 1.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,868 shares of the real estate investment trust’s stock after selling 277 shares during […] ....

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Dimensional International Small Cap ETF (BATS:DFIS) Shares Bought by Fortis Capital Management LLC

Fortis Capital Management LLC grew its position in shares of Dimensional International Small Cap ETF (BATS:DFIS – Free Report) by 88.2% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 20,986 shares of the company’s stock after acquiring an additional 9,836 shares during the […] ....

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Dynamic Advisor Solutions LLC Has $1.03 Million Stake in PayPal Holdings, Inc. (NASDAQ:PYPL)

Dynamic Advisor Solutions LLC decreased its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 45.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,478 shares of the credit services provider’s stock after selling 12,825 shares […] ....

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