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January 5, 2024
Miracle Mile Advisors LLC trimmed its stake in SPDR S&P 600 Small Cap Value ETF (NYSEARCA:SLYV – Free Report) by 31.3% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 26,871 shares of the company’s stock after selling 12,258 shares during the period. Miracle Mile Advisors LLC owned about […]
January 5, 2024
Waypoint Capital Advisors LLC lowered its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 12.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 99,171 shares of the company’s stock after selling 13,658 shares during the period. Schwab […]
January 5, 2024
Waypoint Capital Advisors LLC lessened its stake in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 4.1% in the third quarter, Holdings Channel reports. The institutional investor owned 14,055 shares of the company’s stock after selling 600 shares during the quarter. Waypoint Capital Advisors LLC’s holdings in SPDR S&P […]
January 5, 2024
Willis Johnson & Associates Inc. lowered its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 12.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 14,825 shares of the company’s stock after selling 2,179 shares during the period. Willis Johnson & Associates Inc.’s […]
January 4, 2024
Denver Wealth Management Inc. boosted its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 3.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 67,629 shares of the company’s stock after buying an […]
January 4, 2024
Peak Financial Management Inc. lowered its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 72.1% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 128,682 shares of the company’s stock after selling 333,319 shares during the period. Schwab International Equity ETF makes […]
January 4, 2024
Bailard Inc. lifted its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 3.7% in the 3rd quarter, Holdings Channel.com reports. The fund owned 168,262 shares of the company’s stock after acquiring an additional 5,955 shares during the period. Bailard Inc.’s holdings in Schwab International Equity ETF were worth $5,714,000 at the end […]
January 3, 2024
Morris Financial Concepts Inc. boosted its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 18.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 14,474 shares of the company’s stock after buying an additional 2,208 shares […]
January 3, 2024
NorthRock Partners LLC purchased a new stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 40,617 shares of the company’s stock, valued at approximately $1,379,000. A number of […]
January 3, 2024
GW Henssler & Associates Ltd. decreased its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 1.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 18,739 shares of the company’s stock after selling 227 shares during the […]