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Vivaldi Capital Management LP Increases Stake in Schwab International Equity ETF (NYSEARCA:SCHF)

Vivaldi Capital Management LP raised its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 20.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 191,049 shares of the company’s stock after buying an additional 32,540 shares during the quarter. […]
Broadview Financial Management Quarter For Schwab International Equity News Ratings For Schwab International Equity Schwab Strategic Trust The Coastwise Capital Group Sollinda Capital Management

Continuum Advisory LLC Sells 6,114 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Continuum Advisory LLC lessened its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 6.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 88,000 shares of the company’s stock after selling 6,114 shares during the period. Continuum Advisory LLC’s holdings […]
Arbor Capital Management Inc Schwab International Equity Exchange Commission Broadview Financial Management Continuum Advisory News Ratings For Schwab International Equity

Continuum Advisory LLC Sells 6,114 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Continuum Advisory LLC lessened its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 6.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 88,000 shares of the company’s stock after selling 6,114 shares during the period. Continuum Advisory LLC’s holdings […]
Arbor Capital Management Inc Broadview Financial Management News Ratings For Schwab International Equity Exchange Commission Quarter For Schwab International Equity Continuum Advisory

79,869 Shares in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) Acquired by Elevate Wealth Advisory Inc.

Elevate Wealth Advisory Inc. purchased a new stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 79,869 shares of the company’s stock, valued at approximately $2,160,000. Dimensional US Large Cap Value […]
Elevate Wealth Advisory Inc Eversource Wealth Advisors Warner Financial Inc Exchange Commission Wealthcare Advisory Partners Fonville Wealth Management

Elevate Wealth Advisory Inc. Invests $312,000 in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Elevate Wealth Advisory Inc. purchased a new position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 10,701 shares of the company’s stock, valued at approximately $312,000. A number of other hedge […]
Shaughnessy Asset Management Jones Financial Companies Lllp Elevate Wealth Advisory Inc O Shaughnessy Asset Management Mcglone Suttner Wealth Management Inc Securities Exchange Commission

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Sollinda Capital Management LLC Invests $584,000 in Schwab International Equity ETF (NYSEARCA:SCHF)

Sollinda Capital Management LLC purchased a new position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) during the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 15,788 shares of the company’s stock, valued at approximately $584,000. Several other hedge funds and other institutional investors have also made changes to their positions in the […]
Schwab Strategic Trust The Charles Schwab Investment Advisory Inc Company Profile Cerity Partners Schwab International Equity Quarter For Schwab International Equity

CFS Investment Advisory Services LLC Acquires Shares of 14,605 Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

CFS Investment Advisory Services LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 14,605 shares of the company’s stock, valued at approximately $395,000. […]
United States Exchange Commission American Investment Services Inc Financial Planning Larson Financial Group Company Profile
Source: wkrb13.com

CFS Investment Advisory Services LLC Invests $395,000 in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

CFS Investment Advisory Services LLC purchased a new position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 14,605 shares of the company’s stock, valued at approximately $395,000. Other hedge funds and […]
United States American Investment Services Inc Financial Planning Larson Financial Group Cfs Investment Advisory Services Jentner Corp

Wescott Financial Advisory Group LLC Invests $205,000 in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Wescott Financial Advisory Group LLC bought a new position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 2,928 shares of the company’s stock, valued at approximately $205,000. Several other […]
Dow Jones Envestnet Asset Management Inc Wescott Financial Advisory Group Gemmer Asset Management Sei Investments Co Mather Group

Joseph Group Capital Management Purchases 1,158 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Joseph Group Capital Management boosted its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 4.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 28,456 shares of the company’s stock after acquiring an additional 1,158 shares […]
Dow Jones Dodds Wealth International Assets Investment Management Sei Investments Co Financial Network Inc Mather Group

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