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June 23, 2023
BCK Partners Inc. cut its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 0.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 188,346 shares of the company’s stock after selling 996 shares during the […]
June 23, 2023
Carolina Wealth Advisors LLC grew its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 75.3% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 46,049 shares of the company’s stock after acquiring an additional 19,780 shares during the quarter. Schwab International Equity ETF makes up 0.9% of Carolina […]
June 23, 2023
Drive Wealth Management LLC reduced its stake in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Get Rating) by 2.1% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 28,127 shares of the company’s stock after selling 597 shares during the quarter. […]
June 23, 2023
IVC Wealth Advisors LLC raised its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 0.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 186,278 shares of the company’s stock after purchasing an additional 500 shares during the quarter. Schwab […]
June 23, 2023
Transparent Wealth Partners LLC decreased its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 2.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 60,042 shares of the company’s stock after selling 1,741 shares during the […]
June 23, 2023
Financial Management Professionals Inc. boosted its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 101.4% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 383,869 shares of the company’s stock after buying an additional 193,232 shares during the quarter. Schwab International Equity […]
June 22, 2023
MorganRosel Wealth Management LLC lifted its position in Vanguard U.S. Value Factor (BATS:VFVA – Get Rating) by 13.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 67,003 shares of the company’s stock after purchasing an additional 8,141 shares during the quarter. Vanguard […]
June 22, 2023
Nuveen ESG Large-Cap Value ETF (BATS:NULV – Get Rating) shares hit a new 52-week high during mid-day trading on Tuesday . The stock traded as high as $34.28 and last traded at $34.13, with a volume of 121224 shares trading hands. The stock had previously closed at $34.47. Nuveen ESG Large-Cap Value ETF Stock Performance […]
June 22, 2023
Leading Edge Financial Planning LLC boosted its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Get Rating) by 15.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 279,712 shares of the company’s stock after buying an additional 36,520 shares […]
June 22, 2023
Planned Solutions Inc. lifted its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 3.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,390 shares of the company’s stock after purchasing an additional 783 […]