Page 112 - Cap Value News Today

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Phillips Financial Management LLC purchased a new position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) in the 1st quarter, HoldingsChannel reports. The fund purchased 9,190 shares of the company’s stock, valued at approximately $226,000. Several other large investors have also recently modified their holdings of DFLV. Pathstone Family Office LLC purchased […]

Private Management Group Inc. increased its holdings in shares of The Gabelli Global Small and Mid Cap Value Trust (NYSE:GGZ – Free Report) by 2.0% during the 1st quarter, HoldingsChannel reports. The firm owned 257,804 shares of the company’s stock after purchasing an additional 4,996 shares during the period. Private Management Group Inc.’s holdings in […]

Phillips Financial Management LLC lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 35.2% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 2,256 shares of the company’s stock after acquiring an additional 587 shares during the period. Phillips Financial Management […]

Kades & Cheifetz LLC trimmed its position in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 0.3% during the first quarter, according to its most recent 13F filing with the SEC. The fund owned 61,787 shares of the company’s stock after selling 190 shares during the period. SPDR S&P 600 Small CapValue […]

Northern Capital Management Inc. increased its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 3.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 306,160 shares of the company’s stock after purchasing an additional […]

Curtis Advisory Group LLC bought a new stake in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) during the first quarter, Holdings Channel reports. The institutional investor bought 8,081 shares of the company’s stock, valued at approximately $275,000. A number of other hedge funds have also recently added to or reduced their stakes in […]

Curtis Advisory Group LLC increased its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 18.2% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 69,946 shares of the company’s stock after purchasing an additional 10,787 shares during the quarter. Schwab International Equity […]

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Tempus Wealth Planning LLC boosted its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 19.0% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 64,135 shares of the company’s stock after buying an additional 10,251 shares during the quarter. Schwab International Equity ETF accounts for 1.1% of Tempus Wealth Planning LLC’s […]