MCF Advisors LLC lifted its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 839.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 313,299 shares of the company’s stock after buying an additional 279,941 shares during the period. Schwab US […]

Liberty Square Wealth Partners LLC lowered its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 42.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 66,830 shares of the company’s stock after selling 50,272 shares during the quarter. Schwab U.S. […]

OneAscent Wealth Management LLC boosted its holdings in OneAscent Small Cap Core ETF (NYSEARCA:OASC – Free Report) by 43.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 530,851 shares of the company’s stock after acquiring an additional 160,489 shares […]

Schwallier Wealth Management LLC cut its stake in Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) by 47.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 11,657 shares of the company’s stock after selling 10,462 shares during the […]

Liberty Square Wealth Partners LLC lessened its stake in Vanguard Long-Term Treasury ETF (NASDAQ:VGLT – Free Report) by 48.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 11,539 shares of the company’s stock after selling 10,986 shares during the period. […]

Schwallier Wealth Management LLC trimmed its holdings in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 6.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 383,403 shares of the company’s stock after selling 24,587 shares during the quarter. Invesco […]

Vise Technologies Inc. grew its position in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 105.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 52,480 shares of the company’s stock after acquiring an additional 26,923 shares during the quarter. […]

Liberty Square Wealth Partners LLC grew its holdings in Fidelity Small-Mid Multifactor ETF (NYSEARCA:FSMD – Free Report) by 127.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 259,983 shares of the company’s stock after purchasing an additional 145,799 shares during the […]