Page 177 - Cap Value News Today

LifeSteps Financial Inc. trimmed its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 21.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,639 shares of the company’s stock after selling 1,508 shares during the period. LifeSteps Financial […]

Spinnaker Investment Group LLC trimmed its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 17.3% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 55,343 shares of the company’s stock after selling 11,600 shares during the period. Schwab International Equity ETF makes up approximately 0.6% of Spinnaker Investment Group […]

IAM Advisory LLC lifted its position in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Get Rating) by 0.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 76,209 shares of the company’s stock after buying an additional 234 shares during […]

IAM Advisory LLC lifted its position in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Get Rating) by 0.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 76,209 shares of the company’s stock after purchasing an additional 234 shares during the quarter. Avantis U.S. […]

Bond & Devick Financial Network Inc. lifted its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 4.9% in the 4th quarter, Holdings Channel reports. The institutional investor owned 101,821 shares of the company’s stock after acquiring an additional 4,793 shares during the period. Schwab International Equity ETF accounts for about […]

Bond & Devick Financial Network Inc. increased its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 25.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 11,360 shares of the company’s stock after purchasing an additional 2,320 shares […]

Active managers are revisiting pressured bank holdings, while some previously raised red flags about the failed stock.

Avantis Investors' chief investment officer (CIO) Eduardo Repetto joined BloombergTV's ETF IQ program to talk banks and the firm's AVUV ETF.

These funds like cheap stocks and they cannot lie.

The VettaFi Voices discuss small-cap ETFs' hot start to 2023 and peel back some misconceptions about the asset class