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July 6, 2023
Courage Miller Partners LLC raised its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 10.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 82,227 shares of the company’s stock after purchasing an additional 7,577 shares during the quarter. […]
July 6, 2023
Opus Capital Group LLC purchased a new position in shares of Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 94,370 shares of the company’s stock, valued at approximately $6,989,000. Avantis […]
July 5, 2023
Summit Financial Strategies Inc. lessened its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 0.8% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 158,766 shares of the company’s stock after selling 1,295 shares during […]
July 5, 2023
Index Fund Advisors Inc. cut its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.9% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,553 shares of the company’s stock after selling 342 shares during […]
July 4, 2023
Patton Albertson Miller Group LLC decreased its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 1.4% in the first quarter, HoldingsChannel reports. The firm owned 14,462 shares of the company’s stock after selling 205 shares during the quarter. Patton Albertson Miller Group LLC’s holdings in Schwab U.S. Large-Cap Value […]
July 4, 2023
The Gabelli Global Small and Mid Cap Value Trust (NYSE:GGZ – Free Report) saw a significant drop in short interest in June. As of June 15th, there was short interest totalling 2,200 shares, a drop of 37.1% from the May 31st total of 3,500 shares. Based on an average trading volume of 14,400 shares, the […]
July 4, 2023
Crescent Sterling Ltd. increased its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 10.9% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 24,074 shares of the company’s stock after purchasing an additional 2,368 shares during the period. Crescent Sterling […]
July 4, 2023
Bogart Wealth LLC raised its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 58.5% in the first quarter, Holdings Channel.com reports. The institutional investor owned 104,442 shares of the company’s stock after purchasing an additional 38,558 shares during the period. Bogart Wealth LLC’s holdings in Schwab U.S. Large-Cap Value ETF were […]
July 4, 2023
Crescent Sterling Ltd. grew its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 8.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,901 shares of the company’s stock after acquiring an additional 317 shares during […]
July 3, 2023
CENTRAL TRUST Co lowered its holdings in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 18.1% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 8,953 shares of the company’s stock after selling 1,982 shares during the quarter. CENTRAL TRUST […]