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Burney Co. Sells 18,122 Shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Burney Co. reduced its position in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 25.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 51,875 shares of the company’s stock after selling 18,122 shares during the […]
United States Arete Wealth Advisors Exchange Commission England Capital Financial Advisors Burney Co Wrapmanager Inc

Schwab International Equity ETF (NYSEARCA:SCHF) Shares Sold by Ieq Capital LLC

Ieq Capital LLC trimmed its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 59.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 37,964 shares of the company’s stock after selling 56,740 shares during the quarter. Ieq Capital LLC’s […]
News Ratings For Schwab International Equity Global Strategic Investment Solutions Envestnet Asset Management Inc Quarter For Schwab International Equity Capital Advisors Corp Exchange Commission

Bogart Wealth LLC Boosts Stock Holdings in Schwab International Equity ETF (NYSEARCA:SCHF)

Bogart Wealth LLC boosted its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 113.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 23,078 shares of the company’s stock after buying an additional 12,246 shares […]
Global Strategic Investment Solutions Wealthfront Advisers Charles Schwab Investment Management Inc Schwab International Equity Charles Schwab Investment Advisory Inc Bogart Wealth

RKL Wealth Management LLC Has $15.63 Million Stock Position in Schwab International Equity ETF (NYSEARCA:SCHF)

RKL Wealth Management LLC lowered its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 6.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 485,366 shares of the company’s stock after selling 32,809 shares during the period. Schwab International Equity ETF […]
Ellevest Inc News Ratings For Schwab International Equity Rkl Wealth Management Quarter For Schwab International Equity Glenmede Trust Co Schwab International Equity

Financial Architects Inc Sells 12,292 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Financial Architects Inc trimmed its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 4.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 275,362 shares of the company’s stock after selling 12,292 shares during […]
Financial Architects Inc Company Profile Schwab Strategic Trust The Schwab International Equity Global Strategic Investment Solutions Capital Advisors Corp
Source: wkrb13.com

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Nuveen ESG Large-Cap Value ETF (BATS:NULV) Shares Acquired by Ropes Wealth Advisors LLC

Ropes Wealth Advisors LLC boosted its position in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Get Rating) by 73.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 171,191 shares of the company’s stock after purchasing an additional 72,374 shares during the period. Nuveen […]
United States Colorado Capital Management Inc Ropes Wealth Advisors First Business Financial Services Inc Us Bancorp Exchange Commission

Nuveen ESG Mid-Cap Value ETF (BATS:NUMV) Shares Purchased by Neumann Capital Management LLC

Neumann Capital Management LLC increased its position in shares of Nuveen ESG Mid-Cap Value ETF (BATS:NUMV – Get Rating) by 23.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 10,980 shares of the company’s stock after acquiring an additional 2,100 shares during […]
United States Neumann Capital Management Signet Financial Management Us Bancorp Evergreen Capital Management Cap Value

Wrapmanager Inc. Purchases 383 Shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Wrapmanager Inc. increased its position in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 3.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,737 shares of the company’s stock after purchasing an additional 383 shares during […]
United States Concourse Financial Group Securities Inc Company Profile Tectonic Advisors Exchange Commission Jpmorgan Chase Co

Ifrah Financial Services Inc. Has $4.55 Million Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Ifrah Financial Services Inc. lowered its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 1.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 68,913 shares of the company’s stock after selling 713 shares during the period. Schwab U.S. Large-Cap Value […]
Dow Jones Adviser Investments Schechter Investment Advisors Skyoak Wealth Ifrah Financial Services Inc A Davidson

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