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LifeSteps Financial Inc. trimmed its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 21.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,639 shares of the company’s stock after selling 1,508 shares during the period. LifeSteps Financial […]
LifeSteps Financial Inc. raised its position in Amgen Inc. (NASDAQ:AMGN – Get Rating) by 17.7% in the 4th quarter, Holdings Channel reports. The fund owned 1,328 shares of the medical research company’s stock after purchasing an additional 200 shares during the period. LifeSteps Financial Inc.’s holdings in Amgen were worth $349,000 as of its most […]
LifeSteps Financial Inc. cut its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Get Rating) by 3.2% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,250 shares of the company’s stock after selling 843 shares during the period. Schwab US Dividend […]
LifeSteps Financial Inc. reduced its position in Vanguard Growth ETF (NYSEARCA:VUG – Get Rating) by 2.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,460 shares of the company’s stock after selling 163 shares during the period. Vanguard Growth ETF […]
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