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Kohmann Bosshard Financial Services LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 4.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 704,284 shares of the company’s stock after buying an additional 32,941 shares […]

RVW Wealth LLC lessened its stake in iShares Broad USD High Yield Corporate Bond ETF (BATS:USHY – Free Report) by 9.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 31,505 shares of the company’s stock after selling 3,239 shares during the quarter. RVW Wealth LLC’s holdings in […]

Carret Asset Management LLC lessened its stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 0.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 69,875 shares of the company’s stock after selling 287 shares during the period. Carret Asset Management LLC’s holdings […]

Sage Financial Group Inc. grew its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 0.2% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 312,462 shares of the company’s stock after purchasing an additional 517 shares during […]

Patten Group Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 40,352 shares of the company’s stock after purchasing an additional 1,589 shares during the quarter. […]