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Goldstein Advisors LLC Invests $304,000 in Schwab International Equity ETF (NYSEARCA:SCHF)

Goldstein Advisors LLC 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 9,429 shares of the company’s stock, valued at approximately $304,000. Several other institutional investors and hedge funds have also modified their holdings of […]
Quarter For Schwab International Equity News Ratings For Schwab International Equity Goldstein Advisors Schwab International Equity Capital Advisors Corp Wealthfront Advisers

Nuveen ESG Large-Cap Value ETF (BATS:NULV) Reaches New 1-Year High at $34.51

Nuveen ESG Large-Cap Value ETF (BATS:NULV – Get Rating)’s share price reached a new 52-week high during mid-day trading on Monday . The stock traded as high as $34.51 and last traded at $34.43, with a volume of 114780 shares traded. The stock had previously closed at $34.39. Nuveen ESG Large-Cap Value ETF Stock Performance […]
United States Wipfli Financial Advisors S Capital Wealth Advisors Company Profile Wealth Management Inc Householder Group Estate Retirement Specialist

Parallel Advisors LLC Sells 74,666 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Parallel Advisors LLC decreased its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 34.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 139,544 shares of the company’s stock after selling 74,666 shares during the period. Parallel Advisors LLC’s holdings in Schwab […]
Schwab Strategic Trust The S Capital Wealth Advisors Company Profile Schwab International Equity Citigroup Inc Jpmorgan Chase Co
Source: wkrb13.com

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Marshall Financial Group Inc. ADV Has $20.33 Million Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Marshall Financial Group Inc. ADV increased its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 0.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 307,901 shares of the company’s stock after buying […]
Dow Jones Envestnet Asset Management Inc Wealth Enhancement Advisory Services Mather Group Exchange Commission Marshall Financial Group Inc
Source: wkrb13.com

Aspire Wealth Management Corp Invests $31,000 in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Aspire Wealth Management Corp acquired a new stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Get Rating) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 1,241 shares of the company’s stock, valued at approximately $31,000. Other institutional investors and hedge funds have […]
Quent Capital Annapolis Financial Services Wealth Management Corp Shearwater Capital Mcclarren Financial Advisors Inc Aspire Wealth Management Corp

Carlson Capital Management Sells 3,644 Shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Carlson Capital Management reduced its stake in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 32.7% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 7,498 shares of the company’s stock after selling 3,644 shares during the period. Carlson Capital […]
United States Financial Planning Information Services Inc Goelzer Investment Management Inc Wealth Enhancement Advisory Services Company Profile Securities Exchange Commission

Spire Wealth Management Raises Holdings in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Spire Wealth Management lifted its stake in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 5,991.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 20,406 shares of the company’s stock after buying an additional 20,071 shares during the quarter. Spire Wealth […]
United States Jpmorgan Chase Co Concourse Financial Group Securities Inc Securities Exchange Commission Tectonic Advisors Spire Wealth Management

Kades & Cheifetz LLC Makes New Investment in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Kades & Cheifetz LLC acquired a new position in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) in the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 61,977 shares of the company’s stock, valued at approximately $4,600,000. SPDR S&P 600 Small CapValue ETF comprises approximately […]
United States Kades Cheifetz Tectonic Advisors Jpmorgan Chase Co Concourse Financial Group Securities Inc Get Rating
Source: wkrb13.com

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