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April 2, 2023
RTD Financial Advisors Inc. raised its position in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Get Rating) by 13.1% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 13,286 shares of the company’s stock after acquiring an additional 1,537 shares during […]
April 2, 2023
Koshinski Asset Management Inc. increased its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 2.7% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 48,071 shares of the company’s stock after purchasing an additional 1,260 shares during the quarter. Koshinski […]
April 2, 2023
Koshinski Asset Management Inc. raised its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 2.7% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 48,071 shares of the company’s stock after acquiring an additional 1,260 shares during the period. Koshinski Asset Management Inc.’s holdings […]
April 2, 2023
CRA Financial Services LLC lessened its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 10.9% in the fourth quarter, Holdings Channel reports. The firm owned 3,776 shares of the company’s stock after selling 462 shares during the period. CRA Financial Services LLC’s holdings in Schwab U.S. Large-Cap Value ETF […]
April 1, 2023
Athena Investment Management increased its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 1.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 186,960 shares of the company’s stock after purchasing an additional 2,287 shares […]
April 1, 2023
Occidental Asset Management LLC boosted its stake in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 4.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,703 shares of the company’s stock after buying an additional 376 shares during the period. […]
April 1, 2023
Kathmere Capital Management LLC raised its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 9.6% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 207,770 shares of the company’s stock after purchasing an additional 18,265 shares during the quarter. […]
April 1, 2023
CRA Financial Services LLC raised its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 79.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 82,759 shares of the company’s stock after acquiring an additional 36,513 shares during […]
April 1, 2023
Cravens & Co Advisors LLC acquired a new position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Get Rating) in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 120,503 shares of the company’s stock, valued at approximately $2,985,000. Dimensional US Small Cap Value […]
April 1, 2023
Phillips Financial Management LLC lowered its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Get Rating) by 0.4% in the 4th quarter, Holdings Channel reports. The firm owned 141,225 shares of the company’s stock after selling 550 shares during the quarter. Phillips Financial Management LLC’s holdings in Dimensional US Small Cap Value ETF […]