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March 28, 2024
West Oak Capital LLC lowered its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 5.2% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 10,756 shares of the company’s stock after selling 594 shares during the […]
March 27, 2024
Roberts Wealth Advisors LLC grew its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 11.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 132,795 shares of the company’s stock after acquiring an additional […]
March 27, 2024
AHL Investment Management Inc. cut its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 0.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 53,296 shares of the company’s stock after selling 288 shares during the […]
March 27, 2024
Acorn Financial Advisory Services Inc. ADV grew its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 17.1% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 36,655 shares of the company’s stock after acquiring an additional 5,355 shares during the period. […]
March 27, 2024
Shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Get Free Report) reached a new 52-week high during trading on Wednesday . The company traded as high as $75.07 and last traded at $75.07, with a volume of 78276 shares changing hands. The stock had previously closed at $74.07. SPDR S&P 400 Mid […]
March 27, 2024
Rockwood Wealth Management LLC reduced its holdings in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 5.6% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 3,147 shares of the company’s stock after selling 188 shares during […]
March 27, 2024
Pinnacle Wealth Management Group Inc. increased its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 3.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 80,257 shares of the company’s stock after purchasing an additional 3,025 […]
March 26, 2024
Cypress Point Wealth Management LLC purchased a new position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 14,153 shares of the company’s stock, valued at approximately $412,000. […]
March 26, 2024
Sage Financial Management Group Inc. trimmed its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 0.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 196,734 shares of the company’s stock after selling 1,293 shares during the period. Schwab International Equity ETF […]
March 26, 2024
Anderson Hoagland & Co. raised its holdings in Vanguard U.S. Value Factor (BATS:VFVA – Free Report) by 1.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 250,128 shares of the company’s stock after acquiring an additional 2,639 shares during […]