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Brighton Jones LLC Has $1.98 Million Position in Schwab International Equity ETF (NYSEARCA:SCHF)

Brighton Jones LLC grew its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 17.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 53,623 shares of the company’s stock after acquiring an additional 8,025 shares during […]
Financial Gravity Asset Management Inc Schwab Strategic Trust The Financial Perspectives Inc Castleview Partners Schwab International Equity Quent Capital

One Day In July LLC Takes $357,000 Position in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

One Day In July LLC purchased a new position in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor purchased 4,285 shares of the company’s stock, valued at approximately $357,000. A number of other institutional investors have also recently added to or reduced […]
United States Ameriprise Financial Inc Day In July Alps Advisors Inc National Association Financial Enhancement Group

Trinity Financial Advisors LLC Has $5.80 Million Position in Schwab International Equity ETF (NYSEARCA:SCHF)

Trinity Financial Advisors LLC lifted its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1,269.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 156,789 shares of the company’s stock after acquiring an additional 145,336 shares during the quarter. Schwab […]
United Kingdom Exchange Commission Schwab International Equity Commonwealth Equity Services Company Profile Quarter For Schwab International Equity

Oakwell Private Wealth Management LLC Has $1.45 Million Stake in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Oakwell Private Wealth Management LLC trimmed its position in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 10.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 17,412 shares of the company’s stock after selling 2,118 shares […]
United States Quent Capital Oakwell Private Wealth Management Exchange Commission Alliance Wealth Advisors Bay Colony Advisory Group Inc
Source: wkrb13.com

Brighton Jones LLC Has $1.98 Million Stock Position in Schwab International Equity ETF (NYSEARCA:SCHF)

Brighton Jones LLC boosted its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 17.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 53,623 shares of the company’s stock after buying an additional 8,025 shares during the period. Brighton Jones […]
Brighton And Hove United Kingdom Exchange Commission Hexagon Capital Partners Brighton Jones S Capital Wealth Advisors

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Benjamin Edwards Inc. Cuts Position in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

Benjamin Edwards Inc. reduced its stake in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 27.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 38,467 shares of the company’s stock after selling 14,848 shares during the […]
United States Advisory Group Third Bancorp B Riley Wealth Advisors Inc Capital Investment Advisory Services Fifth Third Bancorp

Savant Capital LLC Cuts Stock Holdings in Nuveen ESG Large-Cap Value ETF (BATS:NULV)

Savant Capital LLC lowered its stake in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 12.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 69,810 shares of the company’s stock after selling 9,716 shares during the period. Savant Capital […]
United States Wealth Partners Exchange Commission Savant Capital Truist Financial Corp Cap Value
Source: wkrb13.com

Essex Financial Services Inc. Has $1.22 Million Stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Essex Financial Services Inc. trimmed its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 33.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 45,108 shares of the company’s stock after selling 22,715 shares […]
Fonville Wealth Management Warner Financial Inc Exchange Commission Sandy Spring Bank Essex Financial Services Inc Essex Financial Services

Orion Capital Management LLC Boosts Holdings in Schwab International Equity ETF (NYSEARCA:SCHF)

Orion Capital Management LLC grew its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 19.0% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,671 shares of the company’s stock after acquiring an additional 427 shares during the quarter. Orion […]
Brighton Jones Quarter For Schwab International Equity Orion Capital Management Louis Trust Co Fiducient Advisors News Ratings For Schwab International Equity
Source: wkrb13.com

Savant Capital LLC Trims Stake in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Savant Capital LLC cut its stake in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 2.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 41,708 shares of the company’s stock after selling 1,143 shares during the period. Savant Capital […]
United States Charles Schwab Investment Management Inc Ameriprise Financial Inc Financial Enhancement Group National Association Alps Advisors Inc
Source: wkrb13.com

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