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February 13, 2024
One Capital Management LLC reduced its position in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 7.2% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 38,553 shares of the company’s stock after selling 2,986 shares during the quarter. One Capital Management LLC’s holdings in Nuveen ESG Large-Cap Value ETF were […]
February 13, 2024
SWS Partners increased its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 4.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 463,194 shares of the company’s stock after acquiring an additional 18,401 shares during the quarter. Schwab International Equity […]
February 13, 2024
Rollins Financial decreased its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 14.1% in the 3rd quarter, Holdings Channel.com reports. The firm owned 9,250 shares of the company’s stock after selling 1,524 shares during the quarter. Rollins Financial’s holdings in Schwab International Equity ETF were worth $314,000 at the end of the […]
February 11, 2024
CarsonAllaria Wealth Management Ltd. grew its stake in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 3.2% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 73,328 shares of the company’s stock after acquiring an additional […]
February 10, 2024
Phillips Financial Management LLC boosted its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 6.4% during the 3rd quarter, Holdings Channel.com reports. The fund owned 163,126 shares of the company’s stock after buying an additional 9,744 shares during the quarter. Phillips Financial Management LLC’s holdings in Dimensional US Small Cap […]
February 10, 2024
Betterment LLC decreased its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 2.7% in the third quarter, Holdings Channel.com reports. The firm owned 1,872,715 shares of the company’s stock after selling 51,070 shares during the period. Betterment LLC’s holdings in Schwab U.S. Large-Cap Value ETF were worth $120,715,000 at the end […]
February 10, 2024
Betterment LLC decreased its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 2.7% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 1,872,715 shares of the company’s stock after selling 51,070 shares during the period. Betterment LLC owned approximately 1.28% of […]
February 10, 2024
Phillips Financial Management LLC increased its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 6.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 163,126 shares of the company’s stock after acquiring an additional […]
February 7, 2024
These actively managed exchange-traded funds earn high ratings from Morningstar in 2024.
February 7, 2024
ProVise Management Group LLC lessened its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 4.5% in the third quarter, according to its most recent filing with the SEC. The firm owned 94,856 shares of the company’s stock after selling 4,465 shares during the period. ProVise Management Group LLC’s holdings in […]