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Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Shares Purchased by Beacon Pointe Advisors LLC

Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Shares Purchased by Beacon Pointe Advisors LLC
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Broadview-financial-management
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Beacon-pointe-advisors
Cedar-wealth-management
Aspen-grove-capital
Cap-value
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Pointe-advisors

Berkshire Asset Management LLC PA Boosts Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Berkshire Asset Management LLC PA grew its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 5.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 71,739 shares of the company’s stock after acquiring an additional 3,933 shares during […]

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Berkshire-asset-management
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Cahill-financial-advisors-inc
Cedar-wealth-management
Orion-portfolio-solutions
Broadview-financial-management
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Asset-management
Pointe-advisors
Financial-management

Invesco QQQ (NASDAQ:QQQ) is Industrial Alliance Investment Management Inc.'s Largest Position

Industrial Alliance Investment Management Inc. trimmed its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 60.8% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 159,211 shares of the exchange traded fund’s stock after selling 246,781 shares during the period. Invesco QQQ makes up about 31.0% of […]

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Becker-capital-management-inc
Broadview-financial-management
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Industrial-alliance-investment-management-inc
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Alliance-investment-management
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Invesco-qqq

Broadview Financial Management LLC Sells 509 Shares of iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT)

Broadview Financial Management LLC cut its holdings in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 2.5% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 19,991 shares of the company’s stock after selling 509 shares during the quarter. iShares S&P […]

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Morgan-stanley
Moneta-group-investment-advisors
Envestnet-asset-management-inc
T-bank-corp
Growth-index-fund-the
Broadview-financial-management
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Financial-management
Group-investment-advisors

Broadview Financial Management LLC Trims Stock Position in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Broadview Financial Management LLC trimmed its position in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 0.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 39,128 shares of the exchange traded fund’s stock after selling 312 shares during the quarter. Vanguard Real […]

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Byrne-asset-management
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