Moneta 集团大幅增加其在施瓦布中型股ETF的持股比例，标志着向中盘股的战略性转变。 Moneta Group significantly increased its stake in Schwab's mid-cap ETF, signaling a strategic shift toward mid-cap stocks.

Moneta集团投资顾问有限责任公司通过555 701股提高了在美国Schwab Mid-Capt ETF(SCHM)的股权,使其拥有的投资组合占2.4%,拥有价值约2.97亿美元的第十大股位。 Moneta Group Investment Advisors LLC boosted its stake in the Schwab U.S. Mid-Cap ETF (SCHM) by 555,701 shares, making it a 2.4% portfolio holding and its 10th largest position, valued at about $297 million. 该公司还增加了在其他Schwab和先锋ETF的股份,反映出向中位股票的战略转变。 The firm also increased its holdings in other Schwab and Vanguard ETFs, reflecting a strategic shift toward mid-cap equities. 同时,L2资产管理有限公司在SPDR SSGA My2029公司债券 ETF(MYCI)投资了150万美元,收购了59 877个股份,将其在Schwab国际股权ETF(SCHF)中的股份增加了31.1%。 Meanwhile, L2 Asset Management LLC invested $1.5 million in the SPDR SSGA My2029 Corporate Bond ETF (MYCI), acquiring 59,877 shares, and raised its stake in the Schwab International Equity ETF (SCHF) by 31.1%. 其他公司也采取了显著措施,包括降低REIT公司和财政部ETF公司的地位,增加债券和股票基金的持有量。 Other firms made notable moves, including reduced positions in REIT and Treasury ETFs, and increased holdings in bond and equity funds.