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March 12, 2024
IMA Wealth Inc. boosted its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 188,860 shares of the company’s stock after acquiring an additional 4,090 shares during the period. Schwab […]
March 11, 2024
Creative Planning raised its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 1.6% in the 3rd quarter, Holdings Channel reports. The fund owned 287,914 shares of the company’s stock after acquiring an additional 4,563 shares during the period. Creative Planning’s holdings in Schwab U.S. Large-Cap Value ETF were worth $18,559,000 as […]
March 11, 2024
EP Wealth Advisors LLC increased its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 42.0% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 1,444,772 shares of the company’s stock after purchasing an additional 427,585 shares during the quarter. EP […]
March 10, 2024
Garde Capital Inc. raised its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 1.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 243,388 shares of the company’s stock after buying an additional 4,635 shares during the period. Schwab […]
March 9, 2024
BRYN MAWR TRUST Co boosted its holdings in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 0.4% in the third quarter, HoldingsChannel reports. The fund owned 101,029 shares of the company’s stock after buying an additional 426 shares during the quarter. BRYN MAWR TRUST Co’s holdings in Nuveen ESG Large-Cap Value […]
March 9, 2024
BRYN MAWR TRUST Co lifted its holdings in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 0.4% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 101,029 shares of the company’s stock after purchasing an additional 426 shares during the quarter. BRYN MAWR […]
March 9, 2024
Chesapeake Wealth Management lessened its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 4.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 14,655 shares of the company’s stock after selling 650 shares during the period. Chesapeake Wealth Management’s holdings in […]
March 1, 2024
Jones Financial Companies Lllp lifted its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 4.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 894,765 shares of the company’s stock after buying an additional 36,350 shares during […]
March 1, 2024
Tower Research Capital LLC TRC lifted its stake in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 169.8% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 28,076 shares of the company’s stock after acquiring an additional 17,669 shares during […]
February 29, 2024
Ironwood Investment Counsel LLC raised its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 18.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 15,392 shares of the company’s stock after purchasing an additional 2,356 shares during the quarter. Ironwood Investment […]