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July 12, 2023
Relaxing Retirement Coach lessened its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 8.5% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 35,601 shares of the company’s stock after selling 3,288 shares during the quarter. Relaxing Retirement Coach’s holdings […]
July 12, 2023
Relaxing Retirement Coach lessened its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 8.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 35,601 shares of the company’s stock after selling 3,288 shares during the period. Relaxing Retirement […]
July 11, 2023
Adviser Investments LLC increased its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 29.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,718 shares of the company’s stock after buying an additional 2,234 shares during […]
July 11, 2023
RFP Financial Group LLC increased its holdings in shares of Vanguard U.S. Value Factor (BATS:VFVA – Free Report) by 79.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,101 shares of the company’s stock after purchasing an additional 486 shares […]
July 11, 2023
First National Trust Co raised its position in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 8.2% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 408,352 shares of the company’s stock after acquiring an additional 31,048 shares during the period. SPDR S&P 400 […]
July 11, 2023
Chicago Partners Investment Group LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 66.6% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 296,526 shares of the company’s stock after buying an additional 118,586 shares during the […]
July 11, 2023
Caprock Group LLC acquired a new stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) in the first quarter, HoldingsChannel.com reports. The firm acquired 53,193 shares of the company’s stock, valued at approximately $1,851,000. Other institutional investors and hedge funds also recently made changes to their positions in the company. Moneta Group […]
July 11, 2023
First National Trust Co raised its stake in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 8.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 408,352 shares of the company’s stock after buying an additional 31,048 shares during the period. […]
July 10, 2023
Everhart Financial Group Inc. boosted its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 7.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 47,621 shares of the company’s stock after buying an additional 3,338 shares during […]
July 10, 2023
Great Waters Wealth Management trimmed its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,779 shares of the company’s stock after selling 423 shares […]