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Continuum Advisory LLC Has $3.32 Million Holdings in Schwab International Equity ETF (NYSEARCA:SCHF)

Continuum Advisory LLC decreased its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 1.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 102,938 shares of the company’s stock after selling 1,947 shares during the […]
New York United States First Manhattan Co Schwab International Equity Quarter For Schwab International Equity Kathmere Capital Management
Source: wkrb13.com

First Trust Small Cap Value AlphaDEX Fund (NASDAQ:FYT) Sees Large Decrease in Short Interest

First Trust Small Cap Value AlphaDEX Fund (NASDAQ:FYT – Get Rating) saw a large drop in short interest in the month of May. As of May 15th, there was short interest totalling 500 shares, a drop of 90.0% from the April 30th total of 5,000 shares. Based on an average daily trading volume, of 40,200 […]
Ameritas Advisory Services Belpointe Asset Management Northwestern Mutual Wealth Management Co First Trust Small Cap Value Alphadex Fund Geneos Wealth Management Inc First Trust Small Cap Value
Source: wkrb13.com

Jackson Wealth Management LLC Lowers Holdings in Paychex, Inc. (NASDAQ:PAYX)

Continuum Advisory LLC decreased its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 1.9% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 102,938 shares of the company’s stock after selling 1,947 shares during the quarter. Continuum Advisory LLC’s holdings in Schwab International Equity ETF were worth $3,316,000 at the […]
Quarter For Schwab International Equity Holdings Channel Endurance Wealth Management Inc Ellevest Inc Schwab International Equity Ten Capital Wealth Advisors

Pinnacle Family Advisors LLC Makes New $835,000 Investment in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Pinnacle Family Advisors LLC purchased a new position in 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 SEC. The institutional investor purchased 12,644 shares of the company’s stock, valued at approximately $835,000. A number of other institutional investors […]
Dow Jones Mather Group Envestnet Asset Management Inc Pinnacle Family Advisors Cliftonlarsonallen Wealth Advisors Savant Capital

Financial Strategies Group Inc. Increases Position in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Financial Strategies Group Inc. increased its position in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 1.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 122,041 shares of the company’s stock after acquiring an additional 1,758 shares during the quarter. […]
United States Exchange Commission Wealth Planning Melone Private Wealth Financial Strategies Group Inc Moloney Securities Asset Management

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Fairview Capital Investment Management LLC Sells 2,140 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Fairview Capital Investment Management LLC lowered its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 6.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 33,038 shares of the company’s stock after selling 2,140 shares during the quarter. Fairview Capital […]
Company Profile Shaughnessy Asset Management Exchange Commission Schwab International Equity Fairview Capital Investment Management News Ratings For Schwab International Equity

Pinnacle Family Advisors LLC Trims Position in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Pinnacle Family Advisors LLC decreased its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 5.3% during the fourth quarter, HoldingsChannel reports. The firm owned 23,987 shares of the company’s stock after selling 1,354 shares during the period. SPDR S&P 600 Small CapValue ETF comprises 1.3% of Pinnacle Family […]
United States Goelzer Investment Management Inc Pinnacle Family Advisors Wealth Enhancement Advisory Services Company Profile Massmutual Trust Co

Destiny Capital Corp CO Makes New Investment in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

Destiny Capital Corp CO purchased a new position in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Get Rating) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 3,999 shares of the company’s stock, valued at approximately $285,000. Several […]
United States Benjaminf Edwards Company Inc Exchange Commission Advisor Group Holdings Inc Destiny Capital Corp Orion Portfolio Solutions
Source: wkrb13.com

Ameritas Advisory Services LLC Acquires 16,074 Shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV)

Ameritas Advisory Services LLC boosted its holdings in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Get Rating) by 7.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 218,383 shares of the company’s stock after purchasing an additional 16,074 […]
United States Financial Services Group Inc Sand Hill Global Advisors Securities Exchange Commission Assetmark Inc Ameritas Advisory Services

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