Wealth Enhancement Advisory Services LLC Decreases Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Wealth Enhancement Advisory Services LLC Decreases Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Wealth Enhancement Advisory Services LLC reduced its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 3.1% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 5,903,425 shares of the company’s stock after selling 185,855 shares during the period. Wealth Enhancement Advisory Services LLC owned about 1.45% of Schwab U.S. Mid-Cap ETF worth $154,670,000 at the…

Mission Wealth Management LP Buys 9,159 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Mission Wealth Management LP raised its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 96.5% in the 1st quarter, Holdings Channel reports. The firm owned 18,646 shares of the company’s stock after purchasing an additional 9,159 shares during the quarter. Mission Wealth Management LP’s holdings in Schwab U.S. Mid-Cap ETF […]

Sowell Financial Services LLC Boosts Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Sowell Financial Services LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 4.0% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,595 shares of the company’s stock after buying an additional 1,320 […]

Wealth Enhancement Advisory Services LLC Trims Stock Position in Global X Adaptive U.S. Factor ETF (NYSEARCA:AUSF)

Wealth Enhancement Advisory Services LLC decreased its holdings in Global X Adaptive U.S. Factor ETF (NYSEARCA:AUSF – Free Report) by 1.0% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 4,679,485 shares of the company’s stock after selling 46,185 shares during the quarter. Wealth Enhancement Advisory Services LLC owned 0.44% of Global X Adaptive […]