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BlackRock ( NYSE: BLK ), the world’s largest asset manager, has expanded its actively managed exchange traded fund lineup with the launch of a new entry in the fintech space, the BlackRock Future Financial and Technology ETF ( BPAY ). BPAY looks to offer the inves...
On August 15, institutional investment managers with more than $100 million AUM had to disclose their positions at the end of Q2 2022. I curated a list of some high-profile hedge funds and looked into their holdings at the end of June 2022. June was a temporary bottom in the marke...
Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Partners Fund (the “Fund”) declined 30.55% (Institutional Shares) in the period. Due to a combina...
The Charles Schwab ( NYSE: SCHW ) reported core net new assets brought to the company by new and existing clients of $31.5B; net new assets excluding mutual fund clearing totaled $31.2B. Total client assets stood at $7.3T as of July end, down 4% Y/Y and up 7%...
The average yield on Schwab's interest-earning assets went up 26 basis points from 1.47% in 1Q22 to 1.73% in 2Q22. Net interest went up $361 million from $2,183 million in 1Q22 to $2,544 million in 2Q22. The 2Q22 period was in an environment where interest rates were lower than th...
Baillie Gifford’s 13F portfolio value decreased from ~$143B to ~$97.51B this quarter. They increased Spotify and Royalty Pharma while decreasing Cloudflare, Petrobras, BeiGene, CBRE Group, Teladoc, and Peloton Interactive. The top three positions are Moderna, Tesla Motors, ...
Yacktman's 13F equity portfolio value decreased from $11.21B to $9.64B this quarter. Yacktman Asset Management added Warner Bros. Discovery and Embecta Corp. while decreasing Sysco Corporation and Coca-Cola Company. Yacktman’s largest five stakes are at ~31% of the portfoli...
This portfolio strategy uses the quarterly 13F filings to extract 50 consensus stocks from 40 large hedge funds that have more than $3.5 billion Assets Under Management. After the Q1-2022 13F filings the consensus holdings were updated, 10 stocks were removed and 8 added from the univ...
Today the Schwab Crypto Thematic ETF (STCE) begins trading on the NYSE Arca. The fund, from Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, is designed to track a new proprietary index, the Schwab Crypto Thematic Index, and to provide investors with ...
I present my top 15 high-growth dividend stocks to consider during the month of August. The watchlist posted a strong return in July but is still down 8.37% this year. Since its inception in September 2020, the watchlist is outperforming VIG by 3.96% and SPY by 4.01% on an annuali...
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The Charles Schwab Corporation today announced several executive transitions as part of the firm’s long-term succession planning strategy. Peter Crawford, after a distinguished 22-year career with the firm, including serving as Chief Financial Officer since 2017, has decided to retire ...
2024-05-08 16:24:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
Schwab clients were net buyers in April, finding several opportunities to increase exposure, notably in technology-related names The Schwab Trading Activity Index™ (STAX) decreased to 48.87 in April, down from its score of 51.65 in March. The only index of its kind, the STAX is a...