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Schwab International Equity ETF (NYSEARCA:SCHF) is Northwest Investment Counselors LLC's 2nd Largest Position

Northwest Investment Counselors LLC lessened its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 1.1% during the first quarter, Holdings Channel reports. The institutional investor owned 639,202 shares of the company’s stock after selling 7,306 shares during the quarter. Schwab International Equity ETF accounts for 6.2% of Northwest Investment Counselors […]
New York United States News Ratings For Schwab International Equity First Manhattan Co Holdings Channel Steel Peak Wealth Management

First International Bank & Trust Sells 276 Shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

First International Bank & Trust lessened its holdings in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 7.6% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,358 shares of the company’s stock after selling 276 shares during the quarter. […]
United States Jpmorgan Chase Co Steward Partners Investment Advisory First International Bank Company Profile Belpointe Asset Management

Signet Financial Management LLC Sells 506 Shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Signet Financial Management LLC reduced its stake in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 1.4% during the first quarter, Holdings Channel.com reports. The firm owned 34,468 shares of the company’s stock after selling 506 shares during the quarter. Signet Financial Management LLC’s holdings in SPDR S&P 600 Small CapValue ETF […]
United States Signet Financial Management Steward Partners Investment Advisory Holdings Channel Jpmorgan Chase Co Belpointe Asset Management

AE Wealth Management LLC Cuts Stock Position in Schwab International Equity ETF (NYSEARCA:SCHF)

AE Wealth Management LLC decreased its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 9.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,092,597 shares of the company’s stock after selling 116,740 shares […]
News Ratings For Schwab International Equity Moneta Group Investment Advisors Quarter For Schwab International Equity Wealthfront Advisers Charles Schwab Investment Advisory Inc Schwab International Equity

Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Shares Bought by Five Oceans Advisors

Five Oceans Advisors raised its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Get Rating) by 33.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 22,086 shares of the company’s stock after purchasing an additional 5,565 shares […]
Wealth Management Corp Company Profile Envestnet Asset Management Inc Family Office Exchange Commission Morgan Stanley

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Householder Group Estate & Retirement Specialist LLC Takes Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Householder Group Estate & Retirement Specialist LLC bought a new stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) in the 1st quarter, according to its most recent 13F filing with the SEC. The firm bought 7,203 shares of the company’s stock, valued at approximately $472,000. Several other large investors also recently made […]
Dow Jones Mather Group Householder Group Estate Retirement Specialist Company Profile Avantax Planning Partners Inc Wealth Enhancement Advisory Services

Schwab International Equity ETF (NYSEARCA:SCHF) Shares Sold by Ledge Wealth Management Inc.

Ledge Wealth Management Inc. cut its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 5.9% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 89,677 shares of the company’s stock after selling 5,621 shares during the quarter. Schwab International […]
Gleason Group Inc Quarter For Schwab International Equity Company Profile Schwab Strategic Trust The Powers Advisory Group Ledge Wealth Management Inc

KMG Fiduciary Partners LLC Raises Stock Position in Schwab International Equity ETF (NYSEARCA:SCHF)

KMG Fiduciary Partners LLC increased its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 337.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 38,981 shares of the company’s stock after purchasing an additional 30,063 shares during the quarter. KMG Fiduciary Partners […]
News Ratings For Schwab International Equity Schwab International Equity Wealthfront Advisers Schwab Strategic Trust The Quarter For Schwab International Equity Kmg Fiduciary Partners

Ledge Wealth Management Inc. Sells 409 Shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Ledge Wealth Management Inc. reduced its holdings in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 0.5% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 85,660 shares of the company’s stock after selling 409 shares during the quarter. SPDR S&P 600 […]
United States Blair William Co Jpmorgan Chase Co Vontobel Holding Ltd Company Profile York Mellon Corp

118,817 Shares in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) Acquired by Total Wealth Planning LLC

Total Wealth Planning LLC acquired a new position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Get Rating) in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 118,817 shares of the company’s stock, valued at approximately $2,919,000. Total Wealth Planning LLC owned approximately 1.10% […]
Mosaic Family Wealth Partners Austin Asset Management Co Inc Wealth Planning Evanson Asset Management Acropolis Investment Management Hutchens Kramer Investment Management Group

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