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May 18, 2023
Avantax Planning Partners Inc. lifted its stake in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Get Rating) by 0.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 40,096 shares of the company’s stock after acquiring an additional 230 […]
May 18, 2023
Koesten Hirschmann & Crabtree INC. bought a new stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 18,955 shares of the company’s stock, valued at approximately $1,251,000. Schwab U.S. Large-Cap Value […]
May 18, 2023
Omega Financial Group LLC lifted its position in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Get Rating) by 52.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 28,052 shares of the company’s stock after purchasing an additional 9,645 shares during […]
May 18, 2023
Avantax Planning Partners Inc. increased its position in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 8.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,218,429 shares of the company’s stock after purchasing an additional 93,837 shares during […]
May 18, 2023
Avantax Planning Partners Inc. boosted its stake in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 16.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 269,105 shares of the company’s stock after purchasing an additional 37,287 shares […]
May 18, 2023
Omega Financial Group LLC boosted its stake in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Get Rating) by 52.4% in the fourth quarter, HoldingsChannel reports. The firm owned 28,052 shares of the company’s stock after acquiring an additional 9,645 shares during the period. Omega Financial Group LLC’s holdings in SPDR S&P 400 Mid […]
May 18, 2023
Koesten Hirschmann & Crabtree INC. acquired a new stake in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) in the 4th quarter, according to its most recent filing with the SEC. The fund acquired 498,560 shares of the company’s stock, valued at approximately $16,059,000. Schwab International Equity ETF accounts for about 13.2% of Koesten Hirschmann […]
May 17, 2023
KWB Wealth lessened its holdings in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Get Rating) by 0.7% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 295,155 shares of the company’s stock after selling 1,990 shares during the quarter. SPDR S&P 400 Mid Cap Value ETF comprises approximately 3.6% of KWB […]
May 17, 2023
Tempus Wealth Planning LLC increased its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 351.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 53,884 shares of the company’s stock after purchasing an additional 41,940 shares […]
May 17, 2023
Tempus Wealth Planning LLC raised its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 351.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 53,884 shares of the company’s stock after acquiring an additional 41,940 shares during the period. Schwab International […]