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Freedom Investment Management Inc. Lowers Stock Holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Freedom Investment Management Inc. decreased its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 7.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 79,594 shares of the company’s stock after selling 6,178 shares during the quarter. […]

United-states
Dow-jones
Exchange-commission
Morningstar-investment-services
Zhang-financial
Freedom-investment-management-inc
Citigroup-inc
Company-profile
Freedom-investment-management
Free-report
Investment-management
Investment-services

Client 1ST Advisory Group LLC Decreases Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Client 1ST Advisory Group LLC reduced its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 9.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,028 shares of the exchange traded fund’s stock after selling 723 shares during the period. […]

United-states
Company-profile
Index-fund
Zhang-financial
Lowe-brockenbrough-co
St-advisory-group
Exchange-commission
Fusion-family-wealth
Stockman-wealth-management-inc
Shares-core-sp-small-cap
Free-report

BNY Mellon US Large Cap Core Equity ETF (NYSEARCA:BKLC) Reaches New 1-Year High at $101.52

BNY Mellon US Large Cap Core Equity ETF (NYSEARCA:BKLC – Get Free Report) reached a new 52-week high during trading on Wednesday . The company traded as high as $101.52 and last traded at $101.46, with a volume of 31939 shares trading hands. The stock had previously closed at $100.32. BNY Mellon US Large Cap […]

Wealth-concepts
Keener-financial-planning
Zhang-financial
Atria-wealth-solutions-inc
Principal-securities-inc
Large-cap-core-equity
Get-free-report
Stock-down
Financial-planning
Wealth-solutions
Principal-securities

Peapack Gladstone Financial Corp Purchases 92,130 Shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Peapack Gladstone Financial Corp raised its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 75.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 214,671 shares of the company’s stock after acquiring an additional 92,130 […]

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United-states
Aire-advisors
Exchange-commission
Wealth-management-group
Peapack-gladstone-financial-corp
Alaska-permanent-fund-corp
Zhang-financial
Discipline-wealth-solutions
Free-report
Gladstone-financial-corp

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