📰 Cap Value News
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April 3, 2023
Sandbox Financial Partners LLC reduced its stake in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Get Rating) by 2.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,240 shares of the company’s stock after selling […]
April 3, 2023
Beaumont Financial Advisors LLC bought a new position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 29,704 shares of the company’s stock, valued at approximately $1,961,000. Other institutional investors and hedge […]
April 3, 2023
FinDec Wealth Services Inc. acquired a new stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 22,586 shares of the company’s stock, valued at approximately $1,491,000. Schwab U.S. Large-Cap Value ETF comprises about 1.2% […]
April 3, 2023
UMA Financial Services Inc. increased its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Get Rating) by 60.7% in the fourth quarter, Holdings Channel reports. The fund owned 20,376 shares of the company’s stock after purchasing an additional 7,696 shares during the quarter. UMA Financial Services Inc.’s holdings in Dimensional US Small Cap […]
April 2, 2023
Mascoma Wealth Management LLC bought a new position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 445 shares of the company’s stock, valued at approximately $29,000. Other institutional investors and hedge funds […]
April 2, 2023
SOL Capital Management CO lifted its position in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Get Rating) by 6.4% during the 4th quarter, HoldingsChannel.com reports. The fund owned 16,122 shares of the company’s stock after buying an additional 970 shares during the quarter. SOL Capital Management CO’s holdings in Avantis U.S. Small Cap Value […]
April 2, 2023
Smart Money Group LLC bought a new stake in Vanguard U.S. Value Factor (BATS:VFVA – Get Rating) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 230,339 shares of the company’s stock, valued at approximately $22,727,000. Vanguard U.S. Value Factor makes up […]
April 2, 2023
Investments & Financial Planning LLC bought a new stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) in the fourth quarter, Holdings Channel reports. The fund bought 3,370 shares of the company’s stock, valued at approximately $222,000. A number of other hedge funds have also made changes to their positions in […]
April 2, 2023
White Lighthouse Investment Management Inc. lowered its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 13.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,752 shares of the company’s stock after selling 1,074 shares during the period. White Lighthouse Investment […]
April 2, 2023
Milestone Advisory Partners trimmed its holdings in Vanguard U.S. Value Factor (BATS:VFVA – Get Rating) by 2.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 55,474 shares of the company’s stock after selling 1,165 shares during the quarter. Vanguard U.S. Value Factor comprises […]