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April 8, 2024
HBK Sorce Advisory LLC boosted its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.2% in the 4th quarter, HoldingsChannel.com reports. The fund owned 296,111 shares of the company’s stock after buying an additional 6,412 shares during the period. Schwab International Equity ETF comprises 0.4% of HBK Sorce Advisory LLC’s […]
April 8, 2024
HBK Sorce Advisory LLC raised its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 296,111 shares of the company’s stock after buying an additional 6,412 shares during the period. Schwab International Equity […]
April 7, 2024
Smith Salley & Associates reduced its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 11.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,895 shares of the company’s stock after selling 1,020 shares during the period. […]
April 7, 2024
180 Wealth Advisors LLC increased its stake in shares of The Gabelli Global Small and Mid Cap Value Trust (NYSE:GGZ – Free Report) by 12.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 58,683 shares of the company’s stock […]
April 7, 2024
Phillips Financial Management LLC raised its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 24.9% during the fourth quarter, HoldingsChannel.com reports. The firm owned 533,180 shares of the company’s stock after acquiring an additional 106,130 shares during the quarter. Dimensional US Large Cap Value ETF makes up 1.3% […]
April 7, 2024
Stratos Wealth Advisors LLC boosted its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 3.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 213,344 shares of the company’s stock after purchasing an additional 7,591 shares during the period. Stratos Wealth […]
April 7, 2024
180 Wealth Advisors LLC lifted its position in shares of The Gabelli Global Small and Mid Cap Value Trust (NYSE:GGZ – Free Report) by 12.5% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 58,683 shares of the company’s stock after buying an additional 6,509 shares during the quarter. 180 Wealth Advisors LLC’s holdings […]
April 7, 2024
Stratos Wealth Advisors LLC grew its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 3.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 213,344 shares of the company’s stock after buying an additional 7,591 shares during the period. Stratos […]
April 6, 2024
Stratos Wealth Advisors LLC lifted its position in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 2.1% during the fourth quarter, Holdings Channel reports. The institutional investor owned 38,594 shares of the company’s stock after purchasing an additional 785 shares during the period. Stratos Wealth Advisors LLC’s holdings in SPDR […]
April 5, 2024
Compass Ion Advisors LLC trimmed its position in Vanguard U.S. Value Factor (BATS:VFVA – Free Report) by 6.0% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,783 shares of the company’s stock after selling 178 shares during the period. Compass Ion Advisors LLC owned about […]