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January 25, 2024
Forum Financial Management LP lessened its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.7% during the 3rd quarter, Holdings Channel.com reports. The firm owned 15,172 shares of the company’s stock after selling 425 shares during the quarter. Forum Financial Management LP’s holdings in Schwab International Equity ETF were worth $515,000 as […]
January 25, 2024
Forum Financial Management LP decreased its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.7% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 15,172 shares of the company’s stock after selling 425 shares during the period. Forum Financial Management LP’s holdings in […]
January 25, 2024
MGO One Seven LLC lifted its holdings in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 5.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 13,005 shares of the company’s stock after acquiring an additional 707 shares during the […]
January 25, 2024
Financial Connections Group Inc. lessened its position in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 93.0% during the third quarter, Holdings Channel.com reports. The fund owned 1,885 shares of the company’s stock after selling 24,992 shares during the period. Financial Connections Group Inc.’s holdings in Nuveen ESG Large-Cap Value ETF were worth […]
January 25, 2024
Financial Connections Group Inc. reduced its stake in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 93.0% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,885 shares of the company’s stock after selling 24,992 shares during the quarter. […]
January 24, 2024
Small-cap stocks are trading at discounted prices. Here are three ways to cash in.
January 24, 2024
MGO One Seven LLC lowered its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 46.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 16,495 shares of the company’s stock after selling 14,443 shares during the quarter. MGO One Seven LLC’s […]
January 24, 2024
Corient Private Wealth LLC lifted its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 30.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,815,353 shares of the company’s stock after buying an additional 650,266 shares during […]
January 24, 2024
Corient Private Wealth LLC raised its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 30.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,815,353 shares of the company’s stock after purchasing an […]
January 24, 2024
Pacific Capital Wealth Advisors Inc. boosted its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 0.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 145,081 shares of the company’s stock after buying an additional 319 shares during the […]