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September 18, 2023
Pacific Sun Financial Corp purchased a new stake in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 9,659 shares of the company’s stock, valued at approximately $638,000. Other institutional […]
September 18, 2023
Juncture Wealth Strategies LLC lifted its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 3.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 312,704 shares of the company’s stock after acquiring an additional 10,395 […]
September 18, 2023
Beacon Wealthcare LLC reduced its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 83,211 shares of the company’s stock after selling 1,193 shares during the period. Schwab […]
September 17, 2023
Quent Capital LLC raised its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 14.5% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 8,537 shares of the company’s stock after purchasing an additional 1,083 shares during the period. […]
September 15, 2023
Small cap investing is a specialized strategy that exposes an individual to opportunities to potentially profit if the timing of the bets is right.
September 15, 2023
Relative Value Partners Group LLC acquired a new stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) in the first quarter, HoldingsChannel reports. The firm acquired 5,912 shares of the company’s stock, valued at approximately $206,000. Other large investors have also added to or reduced their stakes in the company. JPMorgan Chase & Co. […]
September 15, 2023
Fragasso Group Inc. grew its stake in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 3.8% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 55,248 shares of the company’s stock after purchasing an additional 2,034 shares during the quarter. Fragasso Group Inc.’s holdings in SPDR S&P 600 Small […]
September 14, 2023
Advance Capital Management Inc. trimmed its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 10.1% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,499 shares of the company’s stock after selling 838 shares during the […]
September 14, 2023
Physician Wealth Advisors Inc. bought a new position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 6,093 shares of the company’s stock, valued at approximately $218,000. A number of other hedge funds […]
September 14, 2023
Physician Wealth Advisors Inc. bought a new position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) in the second quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 6,093 shares of the company’s stock, valued at approximately $218,000. Other institutional investors and hedge funds also recently […]