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April 13, 2023
Bell Bank purchased a new stake in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 17,104 shares of the company’s stock, valued at approximately $551,000. Other large investors have also added […]
April 13, 2023
BerganKDV Wealth Management LLC lowered its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 9.5% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 26,112 shares of the company’s stock after selling 2,747 shares during the period. BerganKDV Wealth Management LLC’s holdings in Schwab U.S. Large-Cap Value ETF […]
April 13, 2023
Invst LLC lowered its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 11.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 254,838 shares of the company’s stock after selling 33,230 shares during the quarter. Schwab International Equity ETF accounts for about 1.4% of […]
April 12, 2023
Pacific Sage Partners LLC bought a new stake in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) during the 4th quarter, HoldingsChannel reports. The firm bought 788,705 shares of the company’s stock, valued at approximately $25,404,000. Schwab International Equity ETF accounts for 8.4% of Pacific Sage Partners LLC’s investment portfolio, making the stock its 4th […]
April 12, 2023
Sage Financial Group Inc. raised its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 1.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 145,057 shares of the company’s stock after buying an additional 2,552 […]
April 12, 2023
Sage Financial Group Inc. trimmed its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 3.8% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 7,277 shares of the company’s stock after selling 288 shares during the period. Sage Financial Group Inc.’s holdings […]
April 12, 2023
PBMares Wealth Management LLC bought a new position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Get Rating) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 23,997 shares of the company’s stock, valued at approximately $594,000. PBMares Wealth […]
April 12, 2023
Sage Financial Group Inc. raised its stake in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Get Rating) by 4.5% during the 4th quarter, Holdings Channel.com reports. The firm owned 78,854 shares of the company’s stock after buying an additional 3,362 shares during the quarter. SPDR S&P 400 Mid Cap Value ETF accounts for […]
April 12, 2023
Essex LLC reduced its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 3.3% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 5,935 shares of the company’s stock after selling 205 shares during the period. Essex LLC’s holdings in Schwab U.S. […]
April 12, 2023
Money Design Co. Ltd. raised its position in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Get Rating) by 3.8% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 311,097 shares of the company’s stock after purchasing an additional 11,398 shares during the […]