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Theory Financial LLC Raises Position in Schwab U.S. TIPS ETF (NYSEARCA:SCHP)

Posted by Karen Miller on Feb 23rd, 2025

Theory Financial LLC grew its holdings in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 4.8% in the 4th quarter, HoldingsChannel.com reports. The firm owned 242,218 shares of the company’s stock after... More of this article »

Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) is Theory Financial LLC’s Largest Position

Posted by Karen Miller on Feb 23rd, 2025

Theory Financial LLC boosted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 6.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »

MB Generational Wealth LLC Has $237,000 Stock Holdings in Dimensional International Core Equity 2 ETF (BATS:DFIC)

Posted by Karen Miller on Feb 23rd, 2025

MB Generational Wealth LLC decreased its holdings in shares of Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 13.5% during the 4th quarter, Holdings Channel reports. The firm owned 9,159 shares of the... More of this article »

Cartier Resources (CVE:ECR) Trading Down 8% – What’s Next?

Posted by Karen Miller on Feb 23rd, 2025

Cartier Resources Inc. (CVE:ECR – Get Free Report)’s share price traded down 8% on Friday . The company traded as low as C$0.12 and last traded at C$0.12. 97,000 shares were traded during mid-day trading, a decline of... More of this article »

Valliance Asset Management Ltd Makes New $3.57 Million Investment in Datadog, Inc. (NASDAQ:DDOG)

Posted by Karen Miller on Feb 23rd, 2025

Valliance Asset Management Ltd purchased a new position in Datadog, Inc. (NASDAQ:DDOG – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »