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XML Financial LLC lifted its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 14.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 357,365 shares of the company’s stock after purchasing an additional 44,569 shares during the […]
XML Financial LLC decreased its holdings in Bank of America Co. (NYSE:BAC) by 2.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 316,297 shares of the financial services provider’s stock after selling 8,423 shares during the period. Bank of America makes […]
XML Financial LLC raised its stake in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 0.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 102,410 shares of the biopharmaceutical company’s stock after purchasing an additional 274 shares during the quarter. XML Financial […]
XML Financial LLC lessened its stake in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 1.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 100,463 shares of the wireless technology company’s stock after selling 1,293 shares during the quarter. QUALCOMM accounts for approximately 1.3% of XML Financial LLC’s […]
XML Financial LLC increased its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 3.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,748 shares of the company’s stock after purchasing an additional 140 shares during the quarter. XML Financial […]