Page 155 - Cap Value News Today

Kelman Lazarov Inc. lowered its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 4.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 8,323 shares of the company’s stock after selling 399 shares during the quarter. Kelman Lazarov Inc.’s holdings in Schwab U.S. Large-Cap Value ETF were worth $549,000 at the […]

1900 Wealth Management LLC reduced its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 0.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 75,317 shares of the company’s stock after selling 350 shares during the […]

Goldstein Advisors LLC acquired a new position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 5,392 shares of the company’s stock, valued at approximately $356,000. Several other institutional investors and […]

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first-quarter 2023 investor letter, a copy of which can be downloaded here.

Total Clarity Wealth Management Inc. raised its position in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 4.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 15,373 shares of the company’s stock after buying an additional 693 shares during the period. Total […]

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first-quarter 2023 investor letter, a copy of which can be downloaded here.

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first-quarter 2023 investor letter, a copy of which can be downloaded here.

Jackson Creek Investment Advisors LLC lessened its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 14.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 58,714 shares of the company’s stock after selling 10,061 shares during […]

Tortoise Investment Management LLC cut its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 5.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 78,095 shares of the company’s stock after selling 4,101 shares during […]

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