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Hexagon Capital Partners LLC Sells 978 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Hexagon Capital Partners LLC lowered its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 20.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,749 shares of the company’s stock after selling 978 shares during the quarter. Hexagon Capital Partners LLC’s […]
Exchange Commission Fortis Capital Management National Association News Ratings For Schwab International Equity Vantage Financial Partners Quarter For Schwab International Equity

Cozad Asset Management Inc. Raises Stock Holdings in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV)

Cozad Asset Management Inc. grew its holdings in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Free Report) by 178.9% in the fourth quarter, Holdings Channel reports. The institutional investor owned 14,184 shares of the company’s stock after acquiring an additional 9,099 shares during the quarter. Cozad Asset Management Inc.’s holdings in Avantis U.S. Small […]
United States Holdings Channel Fortitude Family Office Cozad Asset Management Inc Life Planning Partners Inc Eversource Wealth Advisors

One Day In July LLC Makes New $357,000 Investment 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, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 4,285 shares of the company’s stock, valued at approximately $357,000. Other […]
United States International Assets Investment Management Ep Wealth Advisors Gradient Investments Exchange Commission Bogart Wealth
Source: wkrb13.com

Silver Oak Securities Incorporated Has $366,000 Position in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Silver Oak Securities Incorporated increased its stake in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 72.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,389 shares of the company’s stock after purchasing an additional 1,837 shares […]
United States Financial Counselors Inc Townsquare Capital Ameriprise Financial Inc Cerity Partners Silver Oak Securities Incorporated

Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) Shares Acquired by Trinity Financial Advisors LLC

Trinity Financial Advisors LLC increased its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 8.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 68,417 shares of the company’s stock after buying an additional 5,483 shares during the quarter. […]
My Personal Morris Financial Concepts Inc Annapolis Financial Services Sch Financial Advisors Inc Financial Counsel Trinity Financial Advisors

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McAdam LLC Takes Position in Nuveen ESG Large-Cap Value ETF (BATS:NULV)

McAdam LLC acquired a new stake in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm acquired 7,387 shares of the company’s stock, valued at approximately $265,000. A number of other hedge funds and other institutional investors have also made changes to their positions in NULV. Commonwealth […]
United States Commonwealth Equity Services Company Profile Stratos Wealth Partners York Mellon Corp Legacy Financial Group

Summit Financial LLC Sells 305 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Summit Financial LLC lowered its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 0.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 62,211 shares of the company’s stock after selling 305 shares during the quarter. […]
Dow Jones Securities Exchange Commission Gradient Investments Summit Financial Briaud Financial Planning Inc Family Office

Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Holdings Decreased by Cary Street Partners Investment Advisory LLC

Cary Street Partners Investment Advisory LLC lessened its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 3.4% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 47,236 shares of the company’s stock after selling 1,684 shares during the period. Schwab […]
Dow Jones Steele Capital Management Inc Santori Peters Inc Montag Caldwell Securities Exchange Commission Partners Investment Advisory
Source: wkrb13.com

Certuity LLC Lowers Holdings in Schwab International Equity ETF (NYSEARCA:SCHF)

Certuity LLC lowered its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 17.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 74,442 shares of the company’s stock after selling 16,018 shares during the quarter. Certuity […]
Schwab International Equity Schwab Strategic Trust The Hc Advisors Stockman Wealth Management Inc Quarter For Schwab International Equity Schoolcraft Capital

McAdam LLC Has $18 Million Stock Holdings in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

McAdam LLC lessened its holdings in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 1.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 245,228 shares of the company’s stock after selling 3,407 shares during the quarter. SPDR S&P […]
United States Fintrust Capital Advisors Raymond James Financial Services Advisors Inc Commonwealth Equity Services Raymond James Associates Exchange Commission

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