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July 20, 2023
Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” second-quarter 2023 investor letter, a copy of which can be downloaded here.
July 20, 2023
Valmark Advisers Inc. increased its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 13.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,705 shares of the company’s stock after purchasing an additional 1,811 shares during the […]
July 20, 2023
Avantax Advisory Services Inc. grew its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 4.9% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 57,462 shares of the company’s stock after acquiring an additional 2,694 shares during […]
July 20, 2023
Valmark Advisers Inc. raised its position in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 13.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 15,705 shares of the company’s stock after purchasing an additional 1,811 shares during the quarter. Valmark […]
July 19, 2023
The time to get small cap exposure could be presenting itself if the 2023 rally fueled mostly by large-caps starts to dissipate.
July 19, 2023
Opes Wealth Management LLC boosted its position in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 22.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 50,220 shares of the company’s stock after acquiring an additional 9,080 shares during […]
July 19, 2023
Capasso Planning Partners LLC trimmed its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 7.3% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 46,074 shares of the company’s stock after selling 3,647 shares during the quarter. Schwab International Equity ETF comprises […]
July 17, 2023
Newman Dignan & Sheerar Inc. trimmed its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 2.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 110,073 shares of the company’s stock after selling 2,972 shares during the quarter. […]
July 15, 2023
Capital Insight Partners LLC grew its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 6.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 8,581 shares of the company’s stock after buying an additional 491 shares during the […]
July 15, 2023
BerganKDV Wealth Management LLC boosted its holdings in shares of Nuveen ESG Mid-Cap Value ETF (BATS:NUMV – Free Report) by 25.0% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,374 shares of the company’s stock after purchasing an additional 5,283 shares during […]