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Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) Shares Acquired by Wallington Asset Management LLC

Wallington Asset Management LLC lifted its position in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Get Rating) by 107.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 141,920 shares of the company’s stock after purchasing an additional 73,630 shares during […]
United States Securities Exchange Commission Wallington Asset Management Leavell Investment Management Inc Cap Value Get Rating
Source: wkrb13.com

Ledge Wealth Management Inc. Lowers Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Ledge Wealth Management Inc. cut its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 64.0% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 12,179 shares of the company’s stock after selling 21,665 shares during the period. Ledge Wealth […]
Dow Jones Goldstein Advisors Ameritas Advisory Services Ledge Wealth Management Inc Magnus Financial Group Bleakley Financial Group

SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV) Shares Sold by Ledge Wealth Management Inc.

Ledge Wealth Management Inc. cut its stake in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 0.5% in the 1st quarter, Holdings Channel.com reports. The fund owned 85,660 shares of the company’s stock after selling 409 shares during the quarter. SPDR S&P 600 Small CapValue ETF comprises approximately 3.1% of Ledge Wealth […]
United States Wealth Planning Holdings Channel Company Profile Moloney Securities Asset Management Blair William Co
Source: wkrb13.com

Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) Shares Purchased by Wallington Asset Management LLC

Wallington Asset Management LLC grew its stake in shares of Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Get Rating) by 107.8% during the 1st quarter, HoldingsChannel.com reports. The fund owned 141,920 shares of the company’s stock after purchasing an additional 73,630 shares during the quarter. Avantis U.S. Small Cap Value ETF accounts for about […]
United States Wallington Asset Management Leavell Investment Management Inc Eversource Wealth Advisors Portfolios Inc Cap Value

Total Wealth Planning LLC Has $8.96 Million Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Total Wealth Planning LLC lessened its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 3.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 136,672 shares of the company’s stock after selling 4,563 shares during the quarter. Schwab U.S. […]
San Diego United States Dow Jones Clearstead Advisors Exchange Commission Wealth Planning

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Total Wealth Planning LLC Sells 3,508 Shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

Total Wealth Planning LLC lessened its position in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Get Rating) by 3.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 109,647 shares of the company’s stock after selling 3,508 shares during the quarter. SPDR […]
United States Exchange Commission Courier Capital Wealth Planning Concourse Financial Group Securities Inc Avantax Planning Partners Inc

Drive Wealth Management LLC Has $1.86 Million Holdings in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

Drive Wealth Management LLC cut its holdings in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Get Rating) by 2.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,127 shares of the company’s stock after selling 597 shares during the […]
United States Envestnet Asset Management Inc Advisor Group Holdings Inc Exchange Commission Orion Portfolio Solutions Benjaminf Edwards Company Inc

Carolina Wealth Advisors LLC Boosts Stake in Schwab International Equity ETF (NYSEARCA:SCHF)

Carolina Wealth Advisors LLC grew its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 75.3% during the first quarter, according to its most recent filing with the SEC. The firm owned 46,049 shares of the company’s stock after acquiring an additional 19,780 shares during the period. Schwab International Equity ETF […]
Leavell Investment Management Inc Schwab Strategic Trust The Schwab International Equity News Ratings For Schwab International Equity Quarter For Schwab International Equity Fragasso Group Inc

Schwab International Equity ETF (NYSEARCA:SCHF) Sees Large Volume Increase

Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) shares saw unusually-strong trading volume on Friday . Approximately 1,440,430 shares traded hands during mid-day trading, a decline of 50% from the previous session’s volume of 2,902,766 shares.The stock last traded at $34.87 and had previously closed at $35.43. Schwab International Equity ETF Stock Down 1.4 % […]
Jpmorgan Chase Co S Capital Wealth Advisors Schwab Strategic Trust The News Ratings For Schwab International Equity Schwab International Equity Us Capital Wealth Advisors

Bowman & Co S.C. Sells 4,257 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Bowman & Co S.C. cut its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 25.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,197 shares of the company’s stock after selling 4,257 shares during the quarter. […]
Northwestern Mutual Wealth Management Co Wealthfront Advisers Charles Schwab Investment Advisory Inc Bowman Co Quarter For Schwab International Equity Schwab International Equity

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