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July 28, 2023
Ascension Capital Advisors Inc. lifted its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 149,472 shares of the company’s stock after buying an additional 3,165 shares during the period. Schwab […]
July 28, 2023
Krilogy Financial LLC boosted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 30.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 220,948 shares of the company’s stock after purchasing an additional […]
July 28, 2023
Krilogy Financial LLC reduced its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 17.1% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,216,439 shares of the company’s stock after selling 250,430 shares during the period. Schwab International Equity […]
July 27, 2023
Avantax Advisory Services Inc. trimmed its holdings in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 15.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 16,950 shares of the company’s stock after selling 3,100 shares during the quarter. Avantax Advisory Services […]
July 27, 2023
Aveo Capital Partners LLC lifted its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 11.8% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 574,459 shares of the company’s stock after purchasing an additional 60,547 shares during the quarter. Dimensional […]
July 25, 2023
Rebalance LLC lessened its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.0% during the 1st quarter, HoldingsChannel.com reports. The fund owned 2,608,880 shares of the company’s stock after selling 26,097 shares during the quarter. Schwab International Equity ETF makes up about 9.0% of Rebalance LLC’s portfolio, making the stock its 3rd […]
July 25, 2023
Hamilton Capital LLC raised its holdings in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 9.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 20,234 shares of the company’s stock after purchasing an additional 1,742 shares during the […]
July 25, 2023
Rebalance LLC decreased its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.0% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,608,880 shares of the company’s stock after selling 26,097 shares during the quarter. Schwab International Equity […]
July 25, 2023
FirstPurpose Wealth LLC grew its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 9.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 11,884 shares of the company’s stock after acquiring an additional 1,003 shares during the quarter. FirstPurpose […]
July 25, 2023
FirstPurpose Wealth LLC raised its stake in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 13.7% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,562 shares of the company’s stock after buying an additional 671 shares […]