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Financial Architects Inc Cuts Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Financial Architects Inc lessened its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 2.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 35,899 shares of the company’s stock after selling 916 shares during the quarter. Financial Architects Inc’s holdings […]
Dow Jones Clearstead Advisors Financial Architects Inc Exchange Commission Boulder Wealth Advisors Cascade Investment Advisors Inc

Trellis Advisors LLC Trims Position in Schwab International Equity ETF (NYSEARCA:SCHF)

Trellis Advisors LLC lessened its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.2% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 69,220 shares of the company’s stock after selling 841 shares during the period. Schwab […]
Schwab International Equity Sei Investments Co Wealth Management Quarter For Schwab International Equity Advisor Alliance Schwab Strategic Trust The

Trellis Advisors LLC Decreases Stock Holdings in Schwab International Equity ETF (NYSEARCA:SCHF)

Trellis Advisors LLC decreased its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.2% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 69,220 shares of the company’s stock after selling 841 shares during the quarter. […]
Securities Exchange Commission News Ratings For Schwab International Equity Trellis Advisors Schwab Strategic Trust The Wealth Management Sei Investments Co
Source: wkrb13.com

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Retirement Group LLC Sells 641 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Retirement Group LLC lessened its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.1% in the first quarter, Holdings Channel.com reports. The firm owned 29,264 shares of the company’s stock after selling 641 shares during the period. Retirement Group LLC’s holdings in Schwab International Equity ETF were worth $1,018,000 as […]
News Ratings For Schwab International Equity Schwab Strategic Trust The Quarter For Schwab International Equity Retirement Group Company Profile Grey Fox Wealth Advisors

Retirement Group LLC Decreases Stock Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Retirement Group LLC lowered its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 20.2% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 9,036 shares of the company’s stock after selling 2,283 shares during the quarter. Retirement […]
Dow Jones Northwestern Mutual Wealth Management Co Securities Exchange Commission Sei Investments Co Mather Group Retirement Group

First Trust Large Cap Value AlphaDEX Fund (NASDAQ:FTA) Sees Large Increase in Short Interest

First Trust Large Cap Value AlphaDEX Fund (NASDAQ:FTA – Get Free Report) saw a large growth in short interest in the month of August. As of August 15th, there was short interest totalling 3,600 shares, a growth of 111.8% from the July 31st total of 1,700 shares. Based on an average daily trading volume, of […]
Morgan Stanley Wealth Concepts Envestnet Asset Management Inc First Trust Large Cap Value Alphadex Fund Cetera Advisor Networks Advisor Group

Root Financial Partners LLC Takes $4.06 Million Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Root Financial Partners LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 162,957 shares of the company’s stock, valued at approximately $4,063,000. Dimensional […]
Morgan Stanley Nelson Van Denburg Campbell Wealth Management Group Baldrige Asset Management Root Financial Partners Securities Exchange Commission Advisors Inc
Source: wkrb13.com

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