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Schwab International Equity ETF (NYSEARCA:SCHF) Shares Sold by Benchmark Financial Wealth Advisors LLC

Benchmark Financial Wealth Advisors LLC trimmed its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 0.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 441,432 shares of the company’s stock after selling 3,036 shares […]
Financial Wealth Advisors Roman Butler Fullerton Co Sargent Bickham Lagudis Schwab Strategic Trust The Whitcomb Hess Inc Liberty Capital Management Inc

Sargent Bickham Lagudis LLC Has $18.12 Million Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Sargent Bickham Lagudis LLC cut its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 0.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 274,510 shares of the company’s stock after selling 982 shares during the quarter. Schwab […]
Dow Jones Avantax Planning Partners Inc Mather Group Sargent Bickham Lagudis Wealth Enhancement Advisory Services Envestnet Asset Management Inc

Vanguard U.S. Value Factor (BATS:VFVA) Shares Sold by Tillar Wenstrup Advisors LLC

Tillar Wenstrup Advisors LLC decreased its holdings in shares of Vanguard U.S. Value Factor (BATS:VFVA – Get Rating) by 9.1% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 33,483 shares of the company’s stock after selling 3,356 shares during the quarter. Vanguard U.S. Value […]
Anderson Hoagland Co Adviser Investments Securities Exchange Commission Fortis Advisors Armbruster Capital Management Inc Vanguard Us Value Factor Company Profile

Annapolis Financial Services LLC Takes Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Annapolis Financial Services LLC acquired a new stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Get Rating) during the fourth quarter, HoldingsChannel reports. The firm acquired 2,637 shares of the company’s stock, valued at approximately $65,000. Other institutional investors have also bought and sold shares of the company. Zhang Financial LLC […]
Liberty Capital Management Inc Annapolis Financial Services Lam Group Inc Schubert Co Zhang Financial Get Rating

Cornerstone Wealth Advisors Inc. Cuts Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Cornerstone Wealth Advisors Inc. decreased its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 5.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 163,655 shares of the company’s stock after selling 10,268 shares during the period. […]
Dow Jones Cornerstone Wealth Advisors Inc Company Profile Wealth Advisors Pflug Koory Exchange Commission
Source: wkrb13.com

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Benchmark Financial Wealth Advisors LLC Sells 3,036 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Benchmark Financial Wealth Advisors LLC reduced its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 0.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 441,432 shares of the company’s stock after selling 3,036 shares during the period. Schwab International Equity ETF […]
New York United States Company Profile Baltimore Washington Financial Advisors Inc Schwab Strategic Trust The Financial Wealth Advisors

Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) is BetterWealth LLC's 5th Largest Position

BetterWealth LLC raised its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Get Rating) by 5.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 571,590 shares of the company’s stock after purchasing an additional 27,779 shares during […]
Quent Capital Exchange Commission Annapolis Financial Services Mcclarren Financial Advisors Inc Investment Consulting Inc Get Rating

Buckingham Capital Management Inc. Purchases 7,604 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Buckingham Capital Management Inc. lifted its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 1.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 449,104 shares of the company’s stock after purchasing an additional 7,604 shares during the quarter. Schwab […]
Baltimore Washington Financial Advisors Inc News Ratings For Schwab International Equity Schwab Strategic Trust The Buckingham Capital Management Inc Roundview Capital Securities Exchange Commission
Source: wkrb13.com

Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) is Index Fund Advisors Inc.'s 7th Largest Position

Index Fund Advisors Inc. increased its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Get Rating) by 58.8% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 587,387 shares of the company’s stock after buying an additional 217,412 shares during the period. Dimensional US Small Cap Value ETF accounts for about 1.0% […]
Index Fund Advisors Inc Liberty Capital Management Inc Annapolis Financial Services Schubert Co Zhang Financial Index Fund Advisors
Source: wkrb13.com

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