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April 11, 2023
Investment management company Cove Street Capital recently released its “Small Cap Value Fund” first quarter 2023 investor letter. A copy of the same can be downloaded here.
April 11, 2023
Resource Planning Group boosted its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 21.3% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 24,105 shares of the company’s stock after purchasing an additional 4,239 shares during the period. Resource Planning Group’s holdings in […]
April 11, 2023
Monumental Financial Group Inc. reduced its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 28.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 129,969 shares of the company’s stock after selling 52,954 shares during the quarter. Schwab International Equity […]
April 11, 2023
Walter & Keenan Wealth Management LLC IN ADV raised its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 1.9% during the 4th quarter, HoldingsChannel.com reports. The firm owned 33,931 shares of the company’s stock after acquiring an additional 618 shares during the quarter. Walter & Keenan Wealth Management LLC IN […]
April 11, 2023
Investment management company Cove Street Capital recently released its “Small Cap Value Fund” first quarter 2023 investor letter. A copy of the same can be downloaded here.
April 11, 2023
PrairieView Partners LLC reduced its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 4.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 95,474 shares of the company’s stock after selling 4,799 shares during the quarter. […]
April 11, 2023
Twele Capital Management Inc. reduced its position in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 4.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 24,228 shares of the company’s stock after selling 1,023 shares during the quarter. Twele Capital Management […]
April 11, 2023
PrairieView Partners LLC raised its holdings in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Get Rating) by 32.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 26,104 shares of the company’s stock after purchasing an additional 6,463 shares during […]
April 11, 2023
Essex LLC lifted its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 0.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 188,273 shares of the company’s stock after purchasing an additional 1,570 shares during the period. Schwab International […]
April 11, 2023
Investment management company Cove Street Capital recently released its “Small Cap Value Fund” first quarter 2023 investor letter. A copy of the same can be downloaded here.