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May 16, 2023
Trust Co. of Vermont lessened its position in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 20.7% during the fourth quarter, Holdings Channel reports. The institutional investor owned 5,047 shares of the company’s stock after selling 1,318 shares during the quarter. Trust Co. of Vermont’s holdings in Schwab International Equity ETF were worth $163,000 […]
May 16, 2023
Everhart Financial Group Inc. grew its position in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 22.5% in the fourth quarter, HoldingsChannel reports. The fund owned 8,303 shares of the company’s stock after acquiring an additional 1,527 shares during the period. Everhart Financial Group Inc.’s holdings in SPDR S&P 600 […]
May 16, 2023
Westbourne Investment Advisors Inc. raised its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 4.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 27,559 shares of the company’s stock after buying an additional 1,221 shares during the period. Westbourne Investment […]
May 16, 2023
Everhart Financial Group Inc. lifted its position in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Get Rating) by 17.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,795 shares of the company’s stock after purchasing an additional 1,162 shares during […]
May 15, 2023
Chicago Partners Investment Group LLC acquired a new position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Get Rating) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 91,066 shares of the company’s stock, valued at approximately $2,380,000. Chicago […]
May 15, 2023
Chicago Partners Investment Group LLC raised its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 120.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 80,940 shares of the company’s stock after purchasing an additional 44,220 shares during […]
May 15, 2023
Chicago Partners Investment Group LLC grew its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 120.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 80,940 shares of the company’s stock after acquiring an […]
May 15, 2023
Braun Bostich & Associates Inc. cut its holdings in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 3.8% in the fourth quarter, Holdings Channel reports. The institutional investor owned 6,544 shares of the company’s stock after selling 255 shares during the quarter. SPDR S&P 600 Small CapValue ETF accounts for 1.4% of […]
May 15, 2023
Joseph Group Capital Management lifted its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 5.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 31,603 shares of the company’s stock after acquiring an additional 1,745 shares during the quarter. Schwab U.S. […]
May 15, 2023
FineMark National Bank & Trust lifted its position in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 1.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 55,877 shares of the company’s stock after purchasing an additional 622 shares […]