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February 7, 2024
AIFG Consultants Ltd. raised its stake in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 30.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 17,292 shares of the company’s stock after buying an additional 4,030 shares during the quarter. Nuveen […]
February 6, 2024
Blue Square Asset Management LLC reduced its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 27.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 189,638 shares of the company’s stock after selling 70,140 shares during the […]
February 6, 2024
Sequoia Financial Advisors LLC reduced its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 1.9% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 93,411 shares of the company’s stock after selling 1,856 shares during the period. Sequoia […]
February 6, 2024
Holistic Financial Partners decreased its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 13.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 285,740 shares of the company’s stock after selling 45,143 shares during the period. Schwab […]
February 3, 2024
Total Wealth Planning LLC lifted its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 45.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 368,562 shares of the company’s stock after acquiring an additional 115,247 shares […]
February 3, 2024
Total Wealth Planning LLC lessened its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 2.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 130,403 shares of the company’s stock after selling 3,447 shares during the quarter. […]
February 3, 2024
Cadence Wealth Management LLC trimmed its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 4.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,522 shares of the company’s stock after selling 312 shares during the […]
February 3, 2024
Total Wealth Planning LLC boosted its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 15.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 257,066 shares of the company’s stock after acquiring an additional 34,288 shares during […]
February 3, 2024
Cadence Wealth Management LLC lessened its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 4.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 6,522 shares of the company’s stock after selling 312 shares during the period. Schwab […]
February 2, 2024
Merit Financial Group LLC lifted its position in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 2.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 64,414 shares of the company’s stock after acquiring an additional […]