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Financial Planning & Information Services Inc. Purchases 6,939 Shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Financial Planning & Information Services Inc. increased its stake in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 1.2% during the fourth quarter, HoldingsChannel.com reports. The fund owned 609,806 shares of the company’s stock after purchasing an additional 6,939 shares during the period. SPDR S&P 600 Small CapValue ETF makes […]
New Hampshire United States Hightower Advisors Wealth Management Financial Planning Information Services Inc Financial Planning
Source: wkrb13.com

Financial Planning & Information Services Inc. Acquires Shares of 14,949 Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Financial Planning & Information Services Inc. purchased a new position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Get Rating) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 14,949 shares of the company’s stock, valued at approximately $370,000. A number […]
Wealth Management Corp Financial Services Group Inc Advisors Inc Financial Planning Information Services Inc Annapolis Financial Services Company Profile

Callan Capital LLC Has $56.29 Million Stock Holdings in Schwab International Equity ETF (NYSEARCA:SCHF)

Callan Capital LLC cut its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 7.6% during the 4th quarter, Holdings Channel.com reports. The firm owned 1,747,493 shares of the company’s stock after selling 143,639 shares during the quarter. Schwab International Equity ETF comprises approximately 6.6% of Callan Capital LLC’s holdings, making […]
Ellevest Inc Company Profile Endurance Wealth Management Inc Assetmark Inc Callan Capital News Ratings For Schwab International Equity

Summit Asset Management LLC Increases Stake in Schwab International Equity ETF (NYSEARCA:SCHF)

Summit Asset Management LLC increased its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 3.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 627,328 shares of the company’s stock after purchasing an additional 20,440 shares during the period. Schwab International Equity ETF […]
Charles Schwab Investment Advisory Inc Company Profile Consilium Wealth Advisory Roundview Capital Fortis Capital Management Quarter For Schwab International Equity
Source: wkrb13.com

Forefront Analytics LLC Trims Position in Nuveen ESG Large-Cap Value ETF (BATS:NULV)

Forefront Analytics LLC trimmed its stake in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Get Rating) by 21.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 652,028 shares of the company’s stock after selling 172,847 shares during the quarter. Nuveen ESG […]
United States Assetmark Inc Ameritas Advisory Services Exchange Commission Corecap Advisors Atria Wealth Solutions Inc

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Consilium Wealth Advisory LLC Has $415,000 Position in Schwab International Equity ETF (NYSEARCA:SCHF)

Consilium Wealth Advisory LLC boosted its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 31.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 12,894 shares of the company’s stock after purchasing an additional 3,111 shares during the period. […]
Company Profile Schwab Strategic Trust The News Ratings For Schwab International Equity Envestnet Asset Management Inc Miracle Mile Advisors Charles Schwab Investment Management Inc

Schwab International Equity ETF (NYSEARCA:SCHF) Shares Sold by Bessemer Group Inc.

Bessemer Group Inc. lessened its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 4.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 3,104,142 shares of the company’s stock after selling 159,487 shares during the quarter. Bessemer Group Inc.’s […]
Geneos Wealth Management Inc Bessemer Group Inc Company Profile S Capital Wealth Advisors Schwab International Equity Schwab Strategic Trust The

Avantis U.S. Large Cap Value ETF (NYSEARCA:AVLV) Sees Strong Trading Volume

Avantis U.S. Large Cap Value ETF (NYSEARCA:AVLV – Get Rating) shares saw an uptick in trading volume on Wednesday . 297,948 shares were traded during trading, an increase of 136% from the previous session’s volume of 126,245 shares.The stock last traded at $49.53 and had previously closed at $50.08. Avantis U.S. Large Cap Value ETF […]
United States Opus Capital Group Strategic Blueprint Company Profile First National Bank Sioux Falls Capital Management

SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV) Shares Purchased by Diversified LLC

Diversified LLC raised its stake in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 13.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 55,402 shares of the company’s stock after purchasing an additional 6,731 shares during the period. SPDR S&P […]
United States New Hampshire Hightower Advisors Company Profile Wealth Management Get Rating

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