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Evensky & Katz LLC Decreases Holdings in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Evensky & Katz LLC decreased its position in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 0.9% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 323,356 shares of the company’s stock after selling 3,069 shares during the […]
United States Securities Exchange Commission Steward Partners Investment Advisory Jpmorgan Chase Co Horan Securities Inc Kalos Management Inc
Source: wkrb13.com

Epic Trust Investment Advisors LLC Has $342,000 Stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Epic Trust Investment Advisors LLC reduced its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 68.3% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,091 shares of the company’s stock after selling 10,966 shares during the quarter. Epic Trust […]
Dow Jones Boulder Wealth Advisors Group Wealth Management Cascade Investment Advisors Inc Clearstead Advisors Epic Trust Investment Advisors

Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Stake Lowered by Epic Trust Investment Advisors LLC

Epic Trust Investment Advisors LLC trimmed its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 68.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,091 shares of the company’s stock after selling […]
Dow Jones Epic Trust Investment Advisors Adviser Investments Exchange Commission International Assets Investment Management Advisornet Financial Inc
Source: wkrb13.com

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Evensky & Katz LLC Trims Holdings in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Evensky & Katz LLC lessened its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 0.9% during the second quarter, Holdings Channel reports. The firm owned 323,356 shares of the company’s stock after selling 3,069 shares during the quarter. SPDR S&P 600 Small CapValue ETF makes up about 1.9% […]
United States Holdings Channel Kalos Management Inc Evensky Katz Jpmorgan Chase Co Steward Partners Investment Advisory

Global Trust Asset Management LLC Has $1.38 Million Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Global Trust Asset Management LLC decreased its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 1.6% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 53,696 shares of the company’s stock after selling 875 shares during the […]
Asset Dedication Nelson Van Denburg Campbell Wealth Management Group Alphacore Capital Global Trust Asset Management Exchange Commission Morgan Stanley

Global Trust Asset Management LLC Sells 875 Shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Global Trust Asset Management LLC lowered its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 1.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 53,696 shares of the company’s stock after selling […]
Financial Services Group Inc Global Trust Asset Management Exchange Commission Envestnet Asset Management Inc Citadel Advisors Advisor Group Holdings Inc
Source: wkrb13.com

Evensky & Katz LLC Has $2.60 Million Stock Position in Schwab International Equity ETF (NYSEARCA:SCHF)

Evensky & Katz LLC lifted its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 0.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 73,016 shares of the company’s stock after acquiring an additional 628 shares during […]
Newedge Advisors Sentinel Pension Advisors Inc Quarter For Schwab International Equity S Capital Wealth Advisors Evensky Katz Schwab International Equity

Schwab International Equity ETF (NYSEARCA:SCHF) Shares Sold by Charles Schwab Trust Co

Charles Schwab Trust Co lowered its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 0.2% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 983,552 shares of the company’s stock after selling 2,331 shares during the period. Schwab International Equity ETF comprises […]
Grey Fox Wealth Advisors News Ratings For Schwab International Equity Quarter For Schwab International Equity Compass Wealth Management Schwab International Equity Financial Freedom

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