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December 25, 2023
Investors can do better than the popular ETF with any of these three options.
December 25, 2023
Roberts Wealth Advisors LLC increased its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 4.5% in the third quarter, Holdings Channel reports. The firm owned 119,214 shares of the company’s stock after acquiring an additional 5,084 shares during the period. Schwab International Equity ETF accounts for 1.8% of Roberts Wealth […]
December 25, 2023
Nalls Sherbakoff Group LLC lifted its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 9.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 72,269 shares of the company’s stock after acquiring an additional 5,957 shares during […]
December 25, 2023
Meridian Wealth Management LLC grew its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 78.9% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 151,374 shares of the company’s stock after purchasing an additional 66,779 shares during the quarter. Meridian Wealth Management LLC’s holdings in Schwab International Equity ETF were […]
December 24, 2023
Patriot Investment Management Group Inc. decreased its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 32.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 290,927 shares of the company’s stock after selling 141,169 shares during the […]
December 24, 2023
1900 Wealth Management LLC lifted its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 3.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 78,649 shares of the company’s stock after purchasing an additional […]
December 23, 2023
One of these small-cap ETFs stands out from the crowd.
December 23, 2023
Geneos Wealth Management Inc. lifted its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 29.2% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 3,755 shares of the company’s stock after buying an additional 848 shares during the quarter. […]
December 22, 2023
Courage Miller Partners LLC boosted its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 7.1% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 88,120 shares of the company’s stock after buying an additional 5,815 shares during the quarter. Schwab U.S. Large-Cap Value ETF accounts for 2.3% […]
December 22, 2023
Seed Wealth Management Inc. decreased its position in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 6.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 10,980 shares of the company’s stock after selling 760 shares during the quarter. SPDR S&P 600 […]