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June 19, 2023
Mission Wealth Management LP lessened its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 5.9% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 199,823 shares of the company’s stock after selling 12,603 shares during the period. Mission Wealth Management LP’s holdings in […]
June 19, 2023
Lpwm LLC increased its stake in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 8.4% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 85,860 shares of the company’s stock after acquiring an additional 6,685 shares during the quarter. SPDR […]
June 19, 2023
Hutchens & Kramer Investment Management Group LLC raised its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Get Rating) by 175.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 40,603 shares of the company’s stock after purchasing an additional […]
June 19, 2023
Mosaic Family Wealth Partners LLC reduced its position in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Get Rating) by 9.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 5,944 shares of the company’s stock after selling 612 shares during […]
June 19, 2023
Hutchens & Kramer Investment Management Group LLC purchased a new position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Get Rating) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 20,661 shares of the company’s stock, valued at approximately $508,000. […]
June 19, 2023
Appleton Partners Inc. MA lessened its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 0.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 410,088 shares of the company’s stock after selling 1,462 shares during the period. Schwab International Equity […]
June 18, 2023
CGN Advisors LLC lifted its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 5.8% in the 1st quarter, Holdings Channel.com reports. The fund owned 4,727 shares of the company’s stock after buying an additional 261 shares during the quarter. CGN Advisors LLC’s holdings in Schwab U.S. Large-Cap Value ETF […]
June 18, 2023
Willis Johnson & Associates Inc. bought a new stake in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 6,483 shares of the company’s stock, valued at approximately $226,000. A number of other […]
June 18, 2023
Orgel Wealth Management LLC raised its position in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 1.9% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 2,109,176 shares of the company’s stock after buying an additional 39,522 shares during the quarter. Schwab International Equity ETF comprises about […]
June 17, 2023
Claro Advisors LLC acquired a new stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 9,552 shares of the company’s stock, valued at approximately $631,000. Other hedge funds have also recently bought and sold […]