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Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Stock Position Reduced by Mengis Capital Management Inc.

Mengis Capital Management Inc. decreased its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 13.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,699 shares of the company’s stock after selling 1,395 shares during the period. […]
San Diego United States Dow Jones Mengis Capital Management Inc Exchange Commission Company Profile

First Trust Large Cap Value AlphaDEX Fund (NASDAQ:FTA) Sees Significant Decline in Short Interest

First Trust Large Cap Value AlphaDEX Fund (NASDAQ:FTA – Get Rating) was the target of a large decline in short interest in the month of March. As of March 31st, there was short interest totalling 1,100 shares, a decline of 98.4% from the March 15th total of 69,400 shares. Based on an average trading volume […]
Belpointe Asset Management Massmutual Trust Co Corecap Advisors Asset Dedication First Trust Large Cap Value Alphadex Fund First Trust Large Cap Value
Source: wkrb13.com

Allegiance Financial Group Advisory Services LLC Invests $401,000 in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Allegiance Financial Group Advisory Services LLC bought a new position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Get Rating) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 16,176 shares of the company’s stock, valued at approximately $401,000. Several other […]
Quent Capital Investment Consulting Inc Annapolis Financial Services Exchange Commission Allegiance Financial Group Advisory Services Mcclarren Financial Advisors Inc

Sage Rhino Capital LLC Purchases New Position in Schwab International Equity ETF (NYSEARCA:SCHF)

Sage Rhino Capital LLC purchased a new stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) in the 4th quarter, Holdings Channel reports. The fund purchased 6,442 shares of the company’s stock, valued at approximately $207,000. Several other institutional investors have also recently added to or reduced their stakes in the company. […]
Schwab Strategic Trust The Wealthfront Advisers Global Strategic Investment Solutions Capital Advisors Corp News Ratings For Schwab International Equity Sage Rhino Capital

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SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV) Shares Sold by Indie Asset Partners LLC

Indie Asset Partners LLC cut its position in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 11.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 23,716 shares of the company’s stock after selling 3,050 shares during the quarter. […]
United States Exchange Commission Tectonic Advisors Concourse Financial Group Securities Inc Company Profile Indie Asset Partners

MCF Advisors LLC Sells 838 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

MCF Advisors LLC cut its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 13.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,538 shares of the company’s stock after selling 838 shares during the quarter. MCF Advisors LLC’s holdings in Schwab […]
Mcf Advisors Schwab Strategic Trust The Schwab International Equity Roundview Capital Laurel Wealth Advisors Inc Newedge Advisors

Chatham Capital Group Inc. Takes Position in Schwab International Equity ETF (NYSEARCA:SCHF)

Chatham Capital Group Inc. purchased a new stake in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 10,481 shares of the company’s stock, valued at approximately $338,000. Several other institutional investors have also […]
Schwab Strategic Trust The Chatham Capital Group Inc Schwab International Equity Third Securities Inc News Ratings For Schwab International Equity Kestra Private Wealth Services

WFA of San Diego LLC Makes New Investment in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

WFA of San Diego LLC acquired a new position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 434 shares of the company’s stock, valued at approximately $29,000. Other hedge […]
San Diego United States Dow Jones Wealth Advisors Td Capital Management Clearstead Advisors

Bank of The West Has $4.34 Million Holdings in Schwab International Equity ETF (NYSEARCA:SCHF)

Bank of The West boosted its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 26.8% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 134,587 shares of the company’s stock after purchasing an additional 28,422 shares during the quarter. Bank of The West’s holdings in Schwab International Equity […]
Jpmorgan Chase Co Schwab Strategic Trust The Citigroup Inc Schwab International Equity S Capital Wealth Advisors Us Capital Wealth Advisors

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