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ARQ Wealth Advisors LLC Has $1 35 Million Holdings in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

ARQ Wealth Advisors LLC decreased its holdings in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 67.6% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 19,605 shares of the company’s stock after selling 40,950 shares during the quarter. SPDR […]

Courage Miller Partners LLC Decreases Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Courage Miller Partners LLC cut its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 2.4% during the third quarter, HoldingsChannel reports. The firm owned 7,555 shares of the company’s stock after selling 188 shares during the quarter. Courage Miller Partners LLC’s holdings in iShares S&P 500 Growth ETF were […]

Townsend Asset Management Corp NC ADV Cuts Stock Position in Schwab U S Aggregate Bond ETF (NYSEARCA:SCHZ)

Townsend Asset Management Corp NC ADV Cuts Stock Position in Schwab U S Aggregate Bond ETF (NYSEARCA:SCHZ)
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Sutton Place Investors LLC Has $1 32 Million Stake in Schwab U S Aggregate Bond ETF (NYSEARCA:SCHZ)

Sutton Place Investors LLC trimmed its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 5.2% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 28,622 shares of the company’s stock after selling 1,579 shares during the quarter. Schwab […]

Peak Financial Management Inc Raises Holdings in Schwab U S Aggregate Bond ETF (NYSEARCA:SCHZ)

Peak Financial Management Inc. raised its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 3.2% during the second quarter, Holdings Channel.com reports. The institutional investor owned 83,089 shares of the company’s stock after buying an additional 2,551 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for about […]

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