Live Breaking News & Updates on Westhill Financial Advisors|Page 3
Stay updated with breaking news from Westhill financial advisors. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Apexium Financial LP boosted its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 27.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 287,086 shares of the company’s stock after purchasing an additional 60,972 shares during the period. Schwab […] ....
Orion Capital Management LLC reduced its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 10.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 49,834 shares of the company’s stock after selling 5,650 shares during the quarter. Schwab US Dividend […] ....
Raymond James Financial Services Advisors Inc. lifted its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 11.8% during the 1st quarter, Holdings Channel reports. The firm owned 3,600,863 shares of the company’s stock after acquiring an additional 378,773 shares during the period. Raymond James Financial Services Advisors Inc.’s holdings in Schwab […] ....
Crescent Sterling Ltd. grew its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 5.5% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 20,534 shares of the company’s stock after purchasing an additional 1,071 shares during the period. […] ....
Cozad Asset Management Inc. grew its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 1.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 177,875 shares of the company’s stock after acquiring an additional 1,689 shares during […] ....