📰 Cap Value News
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August 1, 2023
Glassman Wealth Services cut its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 0.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 74,471 shares of the company’s stock after selling 353 shares during the […]
July 31, 2023
Sovereign Financial Group Inc. lifted its holdings in shares of Vanguard U.S. Value Factor (BATS:VFVA – Free Report) by 0.8% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 17,742 shares of the company’s stock after buying an additional 138 shares […]
July 30, 2023
Hill Island Financial LLC increased its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 43.4% in the first quarter, HoldingsChannel reports. The firm owned 50,180 shares of the company’s stock after acquiring an additional 15,180 shares during the quarter. Schwab U.S. Large-Cap Value ETF accounts for 1.3% of Hill […]
July 30, 2023
Hill Island Financial LLC raised its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 0.2% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 255,060 shares of the company’s stock after purchasing an additional 527 shares during […]
July 29, 2023
Klingman & Associates LLC grew its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 2.4% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,819 shares of the company’s stock after purchasing an additional 158 shares during […]
July 29, 2023
J.W. Cole Advisors Inc. boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 9.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,047 shares of the company’s stock after buying an additional 2,103 shares during […]
July 29, 2023
Intercontinental Wealth Advisors LLC acquired a new position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) during the first quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 12,300 shares of the company’s stock, valued at approximately $302,000. Intercontinental Wealth Advisors LLC owned […]
July 29, 2023
ZRC Wealth Management LLC purchased a new stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 11,294 shares of the company’s stock, valued at approximately $393,000. A number of other large investors […]
July 28, 2023
Ascension Capital Advisors Inc. increased its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.2% in the 1st quarter, Holdings Channel.com reports. The firm owned 149,472 shares of the company’s stock after acquiring an additional 3,165 shares during the quarter. Schwab International Equity ETF comprises approximately 4.0% of Ascension Capital […]
July 28, 2023
First Trust Large Cap Value AlphaDEX Fund (NASDAQ:FTA – Get Free Report) was the target of a significant increase in short interest in the month of July. As of July 15th, there was short interest totalling 2,600 shares, an increase of 1,200.0% from the June 30th total of 200 shares. Based on an average trading […]