Belpointe Asset Management значительно увеличила инвестиции в несколько ETF Schwab, в то время как другие фирмы скорректировали свои доли. Belpointe Asset Management significantly increased investments in several Schwab ETFs, while other firms adjusted their holdings.

Компания Belpointe Asset Management значительно увеличила свои авуары в нескольких ETF Schwab, в том числе увеличила свою долю в ETF Schwab US Divend Active на 64,0%, на сумму 6,84 млн. долл. США. Belpointe Asset Management significantly boosted its holdings in several Schwab ETFs, including increasing its stake in the Schwab US Dividend Equity ETF by 64.0%, valued at $6.84 million. Кроме того, они резко увеличили авуары в ETF Schwab Big-Cap, на 16 000%, и приобрели ETF Schwab Foundation U.S. They also dramatically increased holdings in the Schwab U.S. Large-Cap Growth ETF by over 16,000% and acquired $29.96 million worth of Schwab Fundamental U.S. Large Company ETF. Между тем, McAdam LLC сократила свои акции в ETF Schwab Fundamental U.S. Small Company и ETF Schwab Fundamental Emerging Markets Equity, в то время как SageView Advisory Group увеличила свои акции в ETF Schwab International Small-Cap Equity на 7,8%. Meanwhile, McAdam LLC decreased its shares in the Schwab Fundamental U.S. Small Company ETF and Schwab Fundamental Emerging Markets Equity ETF, while SageView Advisory Group increased its Schwab International Small-Cap Equity ETF holdings by 7.8%.