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March 30, 2023
Newman & Schimel LLC lowered its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 6.0% in the 4th quarter, HoldingsChannel reports. The firm owned 7,319 shares of the company’s stock after selling 466 shares during the quarter. Newman & Schimel LLC’s holdings in Schwab U.S. Large-Cap Value ETF were […]
March 30, 2023
Roman Butler Fullerton & Co. acquired a new position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) in the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 17,806 shares of the company’s stock, valued at approximately $618,000. Several other institutional investors have also modified their holdings […]
March 30, 2023
Liberty Capital Management Inc. increased its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Get Rating) by 45.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 31,652 shares of the company’s stock after buying an additional […]
March 30, 2023
Bishop & Co Investment Management LLC trimmed its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 6.8% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 152,324 shares of the company’s stock after selling 11,177 shares during the quarter. Schwab International Equity ETF accounts for approximately 2.4% of Bishop […]
March 30, 2023
Market Street Wealth Management Advisors LLC reduced its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 20.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,593 shares of the company’s stock after selling […]
March 30, 2023
Bishop & Co Investment Management LLC cut its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 2.5% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 17,177 shares of the company’s stock after selling 443 shares during the period. Schwab U.S. […]
March 30, 2023
TAP Consulting LLC lowered its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 57.3% during the 4th quarter, Holdings Channel.com reports. The firm owned 43,426 shares of the company’s stock after selling 58,268 shares during the quarter. TAP Consulting LLC’s holdings in Schwab International Equity ETF were worth $1,399,000 as […]
March 30, 2023
Newman & Schimel LLC decreased its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 33.2% during the fourth quarter, HoldingsChannel reports. The fund owned 9,256 shares of the company’s stock after selling 4,602 shares during the quarter. Newman & Schimel LLC’s holdings in Schwab International Equity ETF were worth $298,000 […]
March 30, 2023
Market Street Wealth Management Advisors LLC lessened its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 20.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 20,593 shares of the company’s stock after selling 5,272 […]
March 30, 2023
The non-transparent ESG ETF ESGY has started the year well, but given its lack of transparency, what is driving its solid performance?