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Regal Investment Advisors LLC Has $1.55 Million Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Regal Investment Advisors LLC raised its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 13.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 24,018 shares of the company’s stock after acquiring an additional 2,913 shares during the […]
Dow Jones Exchange Commission Osaic Holdings Inc Envestnet Asset Management Inc Regal Investment Advisors Imprint Wealth

Mariner LLC Raises Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Mariner LLC boosted its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 3.1% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 2,418,265 shares of the company’s stock after buying an additional 73,399 shares during the period. Mariner LLC owned 1.66% of Schwab […]
Dow Jones Kolinsky Wealth Management Stonebridge Capital Advisors Crescent Sterling Ltd Cap Value Free Report

Regal Investment Advisors LLC Buys 2,913 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Regal Investment Advisors LLC boosted its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 13.8% during the 3rd quarter, Holdings Channel reports. The firm owned 24,018 shares of the company’s stock after acquiring an additional 2,913 shares during the quarter. Regal Investment Advisors LLC’s holdings in Schwab U.S. Large-Cap […]
Dow Jones Envestnet Asset Management Inc Exchange Commission Lcnb Corp Envestnet Portfolio Solutions Inc Kestra Advisory Services
Source: wkrb13.com

Mariner LLC Raises Stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Mariner LLC boosted its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 3.1% during the 3rd quarter, HoldingsChannel reports. The firm owned 2,418,265 shares of the company’s stock after purchasing an additional 73,399 shares during the period. Mariner LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $155,882,000 as of […]
San Diego United States Dow Jones Gradient Investments Briaud Financial Planning Inc Company Profile

Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Shares Acquired by Graves Light Lenhart Wealth Inc.

Graves Light Lenhart Wealth Inc. increased its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 30.2% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 16,628 shares of the company’s stock after buying an additional 3,858 shares during the quarter. Graves Light Lenhart Wealth Inc.’s holdings in Dimensional […]
United States Graves Light Lenhart Wealth Inc Alaska Permanent Fund Corp Financial Group Ltd Corient Private Wealth Savant Capital

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Graves Light Lenhart Wealth Inc. Buys 3,858 Shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Graves Light Lenhart Wealth Inc. increased its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 30.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,628 shares of the company’s stock after acquiring an […]
United States Hill Investment Group Partners Legacy Financial Group Inc Exchange Commission American Investment Services Inc Graves Light Lenhart Wealth Inc

Harbor Group Inc. Raises Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Harbor Group Inc. raised its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 0.3% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 116,580 shares of the company’s stock after purchasing an additional 366 shares during the period. Schwab U.S. Large-Cap Value ETF comprises […]
Dow Jones Moneta Group Investment Advisors Osaic Holdings Inc Mather Group Harbor Group Inc Sei Investments Co

Harbor Group Inc. Raises Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Harbor Group Inc. raised its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 0.3% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 116,580 shares of the company’s stock after purchasing an additional 366 shares during the period. Schwab U.S. Large-Cap Value ETF comprises […]
Dow Jones Sei Investments Co Harbor Group Inc Osaic Holdings Inc Mather Group Moneta Group Investment Advisors
Source: wkrb13.com

Cardiff Park Advisors LLC Cuts Stock Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Cardiff Park Advisors LLC cut its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 4.8% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 303,114 shares of the company’s stock after selling 15,308 shares during the period. Dimensional […]
Morgan Stanley Ancora Advisors Jones Financial Companies Lllp Cardiff Park Advisors Securities Exchange Commission Fintrust Capital Advisors

Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Position Lowered by Cardiff Park Advisors LLC

Cardiff Park Advisors LLC lessened its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 4.8% during the third quarter, Holdings Channel.com reports. The fund owned 303,114 shares of the company’s stock after selling 15,308 shares during the period. Dimensional US Small Cap Value ETF accounts for about 1.0% […]
United States Savant Capital Cardiff Park Advisors Holdings Channel Cable Hill Partners Alaska Permanent Fund Corp

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