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Thrive Wealth boosted its SCHA stake to 17,600 shares; Westbourne cut its SCHM holding to 24,648 shares.
Thrive Wealth Management LLC boosted its stake in the Schwab US Small-Cap ETF (SCHA) by 1,712 shares in the second quarter, bringing its total to 17,600 shares valued at $445,000.
The ETF tracks a benchmark index of smaller U.S. companies and has a 52-week range of $20.04 to $28.57.
Meanwhile, Westbourne Investments Inc. reduced its position in the Schwab U.S. Mid-Cap ETF (SCHM) by 2,300 shares, leaving it with 24,648 shares worth $691,000 at quarter-end.
SCHM focuses on mid-sized U.S. companies and has a market cap of $12.26 billion.
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Thrive Wealth aumentó su participación en SCHA a 17.600 acciones; Westbourne recortó su participación en SCHM a 24.648 acciones.