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June 28, 2023
TAP Consulting LLC boosted its position in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 64.7% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 71,538 shares of the company’s stock after buying an additional 28,112 shares during the period. TAP […]
June 28, 2023
RTD Financial Advisors Inc. boosted its position in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Get Rating) by 12.9% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 15,006 shares of the company’s stock after buying an additional 1,720 shares during the quarter. RTD […]
June 28, 2023
Sage Financial Group Inc. lifted its holdings in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Get Rating) by 42.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 18,630 shares of the company’s stock after acquiring an additional […]
June 28, 2023
D.B. Root & Company LLC decreased its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 44.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 75,209 shares of the company’s stock after selling 60,720 shares […]
June 28, 2023
Sage Financial Group Inc. lifted its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 3.3% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 149,868 shares of the company’s stock after acquiring an additional 4,811 shares during the […]
June 28, 2023
Waller Financial Planning Group Inc. lowered its stake in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 22.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 48,878 shares of the company’s stock after selling 13,962 […]
June 27, 2023
Flower City Capital trimmed its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 9.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 37,576 shares of the company’s stock after selling 4,052 shares during the period. Schwab International […]
June 27, 2023
First Trust Mid Cap Value AlphaDEX Fund (NASDAQ:FNK – Get Rating) announced a quarterly dividend on Monday, June 26th, NASDAQ reports. Shareholders of record on Wednesday, June 28th will be paid a dividend of 0.1833 per share on Friday, June 30th. This represents a $0.73 dividend on an annualized basis and a yield of 1.63%. […]
June 26, 2023
Annapolis Financial Services LLC purchased a new stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Get Rating) in the first quarter, Holdings Channel.com reports. The firm purchased 12,249 shares of the company’s stock, valued at approximately $301,000. A number of other hedge funds have also added to or reduced their stakes […]
June 26, 2023
Lederer & Associates Investment Counsel CA lessened its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 2.5% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 19,486 shares of the company’s stock after selling 498 shares during […]