Warwick Investment Management Inc. trimmed its holdings in Schwab 1000 Index ETF (NYSEARCA:SCHK – Free Report) by 84.2% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 566,518 shares of the company’s stock after selling 3,018,954 shares during the quarter. Schwab 1000 Index ETF […]

Prime Capital Investment Advisors LLC grew its stake in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 4.5% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 440,074 shares of the company’s stock after purchasing an additional 19,106 shares during the […]

Boyd Wealth Management LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 152,492 shares of the company’s stock, valued at approximately $3,370,000. Schwab U.S. Aggregate […]

Focused Alpha LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 129,280 shares of the company’s stock, valued at approximately $2,857,000. Other hedge […]

Mayfair Advisory Group LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 283,195 shares of the company’s stock, valued at approximately $6,259,000. Schwab U.S. Aggregate Bond […]

Vontobel Holding Ltd. purchased a new stake in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 2,300 shares of the company’s stock, valued at approximately $957,000. A number of other institutional investors have also […]

Eagle Wealth Advisors LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund acquired 27,420 shares of the company’s stock, valued at approximately $606,000. Other institutional investors have also recently modified their […]

Freedom Day Solutions LLC acquired a new position in shares of Avantis Responsible U.S. Equity ETF (NYSEARCA:AVSU – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 63,579 shares of the company’s stock, valued at approximately $5,596,000. […]

Freedom Day Solutions LLC bought a new stake in shares of Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund bought 10,676 shares of the company’s stock, valued at approximately $962,000. Other hedge funds and […]

Stewardship Advisors LLC lifted its stake in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 66.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 191,200 shares of the company’s stock after acquiring an additional 76,282 shares during […]

Prime Capital Investment Advisors LLC lowered its stake in shares of Vanguard FTSE Pacific ETF (NYSEARCA:VPL – Free Report) by 2.5% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 619,209 shares of the company’s stock after selling 16,078 shares during the quarter. Prime Capital […]

Mayfair Advisory Group LLC grew its stake in shares of Fidelity Enhanced International ETF (NYSEARCA:FENI – Free Report) by 4.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 593,450 shares of the company’s stock after acquiring an additional 25,268 shares during the […]

Prime Capital Investment Advisors LLC lowered its stake in shares of Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) by 41.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,114,908 shares of the exchange traded fund’s stock after selling 773,568 shares during the […]

Prime Capital Investment Advisors LLC lifted its holdings in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 3.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 319,052 shares of the company’s stock after purchasing an additional 10,409 […]

Prime Capital Investment Advisors LLC decreased its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 5.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,737,989 shares of the company’s stock after selling 92,993 shares during the period. […]

Maia Wealth LLC purchased a new stake in FT Vest U.S. Equity Max Buffer ETF – July (BATS:JULM – Free Report) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 57,853 shares of the company’s stock, valued at approximately $2,023,000. Maia Wealth LLC owned […]

Commonwealth Financial Services LLC acquired a new position in iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 41,407 shares of the company’s stock, valued at approximately $4,375,000. iShares Morningstar U.S. Equity ETF comprises approximately […]

Prime Capital Investment Advisors LLC boosted its position in FT Vest Laddered Deep Buffer ETF (BATS:BUFD – Free Report) by 9.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,368,409 shares of the company’s stock after buying an additional 115,091 shares […]

Prime Capital Investment Advisors LLC decreased its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 2.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 202,348 shares of the exchange traded fund’s stock after selling 4,319 shares during […]

Commonwealth Financial Services LLC acquired a new stake in FT Vest U.S. Equity Buffer ETF – October (BATS:FOCT – Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 46,717 shares of the company’s stock, valued at approximately $2,391,000. Commonwealth Financial Services […]

Prime Capital Investment Advisors LLC raised its holdings in JPMorgan International Bond Opportunities ETF (NYSEARCA:JPIB – Free Report) by 5.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 973,337 shares of the company’s stock after acquiring an additional 48,591 shares during the […]

Islay Capital Management LLC lifted its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 34.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 294,870 shares of the company’s stock after acquiring an additional 75,272 shares […]

Commonwealth Financial Services LLC purchased a new stake in shares of FT Vest U.S. Equity Deep Buffer ETF – November (BATS:DNOV – Free Report) in the third quarter, according to its most recent filing with the SEC. The firm purchased 9,634 shares of the company’s stock, valued at approximately $508,000. Commonwealth Financial Services LLC owned […]

Commonwealth Financial Services LLC bought a new position in Invesco International Developed Dynamic Multifactor ETF (BATS:IMFL – Free Report) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 431,737 shares of the company’s stock, valued at approximately $14,429,000. Invesco International Developed Dynamic Multifactor ETF accounts […]

Ellsworth Growth and Income Fund Ltd. (NYSEAMERICAN:ECF – Get Free Report) major shareholder Saba Capital Management, L.P. bought 9,969 shares of the business’s stock in a transaction on Thursday, October 15th. The stock was bought at an average price of $11.62 per share, for a total transaction of $115,839.78. Following the completion of the purchase, […]