📰 Cap Value News
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July 25, 2023
FirstPurpose Wealth LLC lifted its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 9.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 11,884 shares of the company’s stock after buying an additional 1,003 shares during […]
July 25, 2023
Vision Capital Management Inc. cut its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 245,610 shares of the company’s stock after selling 5,516 shares during the quarter. […]
July 25, 2023
Centerpoint Advisors LLC trimmed its position in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 21.4% during the 1st quarter, Holdings Channel reports. The institutional investor owned 4,183 shares of the company’s stock after selling 1,142 shares during the period. Centerpoint Advisors LLC’s holdings in SPDR S&P 600 Small CapValue ETF were […]
July 24, 2023
Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the WisdomTree U.S. LargeCap Dividend ETF (ETF:DLN), a passively managed exchange traded fund launched on 06/16/2006.
July 23, 2023
PRW Wealth Management LLC trimmed its stake in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 97.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,385 shares of the company’s stock after selling 135,810 shares during the quarter. […]
July 23, 2023
Schubert & Co trimmed its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 3.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 37,085 shares of the company’s stock after selling 1,178 shares during the […]
July 23, 2023
DHJJ Financial Advisors Ltd. grew its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 8.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 54,611 shares of the company’s stock after purchasing an additional 4,384 shares during the quarter. […]
July 23, 2023
V Wealth Advisors LLC boosted its position in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 34.2% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,923 shares of the company’s stock after purchasing an additional 999 shares during the […]
July 23, 2023
Financial Planning & Information Services Inc. lowered its position in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 3.3% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 589,743 shares of the company’s stock after selling 20,063 shares during […]
July 23, 2023
Financial Planning & Information Services Inc. trimmed its position in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 3.3% during the 1st quarter, HoldingsChannel reports. The fund owned 589,743 shares of the company’s stock after selling 20,063 shares during the quarter. SPDR S&P 600 Small CapValue ETF makes up approximately […]