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June 16, 2023
Milestone Investment Advisors LLC purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 13,007 shares of the company’s stock, valued at approximately $859,000. Several other large investors […]
June 16, 2023
Milestone Investment Advisors LLC acquired a new stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 13,007 shares of the company’s stock, valued at approximately $859,000. A number […]
June 16, 2023
Werba Rubin Papier Wealth Management purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 78,603 shares of the company’s stock, valued at approximately $5,189,000. Schwab U.S. Large-Cap […]
June 16, 2023
Milestone Investment Advisors LLC purchased a new position in shares of Nuveen ESG Mid-Cap Value ETF (BATS:NUMV – Get Rating) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 5,000 shares of the company’s stock, valued at approximately $149,000. A number of other hedge […]
June 16, 2023
Mather Group LLC. grew its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 11.2% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 7,959,092 shares of the company’s stock after acquiring an additional 798,551 shares during the period. Schwab U.S. Large-Cap Value […]
June 16, 2023
Mather Group LLC. raised its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 0.4% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 98,271 shares of the company’s stock after acquiring an additional 403 shares during the period. Mather Group LLC.’s holdings in SPDR S&P 600 […]
June 16, 2023
Keel Point LLC increased its position in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 13.1% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 51,087 shares of the company’s stock after buying an additional 5,905 shares during the quarter. Keel Point LLC’s […]
June 16, 2023
Milestone Investment Advisors LLC acquired a new position in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Get Rating) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 6,256 shares of the company’s stock, valued at approximately $214,000. Several other institutional investors also recently bought and […]
June 16, 2023
Luts & Greenleigh Group Inc. acquired a new stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) in the 4th quarter, Holdings Channel reports. The firm acquired 11,091 shares of the company’s stock, valued at approximately $357,000. Other institutional investors have also bought and sold shares of the company. Milestone Investment Advisors […]
June 15, 2023
Ruedi Wealth Management Inc. acquired a new stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Get Rating) during the fourth quarter, Holdings Channel reports. The fund acquired 12,649 shares of the company’s stock, valued at approximately $313,000. Other hedge funds also recently added to or reduced their stakes in the company. […]