Page 35 - Cap Value News Today

Dakota Wealth Management boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 36.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 44,750 shares of the company’s stock after purchasing an additional 11,838 shares during the period. […]

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Discipline Wealth Solutions LLC bought a new stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 80,309 shares of the company’s stock, valued at approximately $2,259,000. Dimensional US Small […]

Gladstone Institutional Advisory LLC boosted its position in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 3.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 35,982 shares of the company’s stock after acquiring an additional 1,163 […]

Gladstone Institutional Advisory LLC grew its holdings in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 3.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 63,475 shares of the company’s stock after acquiring an additional 1,983 shares during the quarter. […]

Sachetta LLC acquired a new stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 11,062 shares of the company’s stock, valued at approximately $775,000. Other hedge funds and other institutional investors have also modified […]

Corient Private Wealth LLC lowered its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 3.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 12,145,880 shares of the company’s stock after selling 498,313 shares during the quarter. Schwab […]

Sachetta LLC purchased a new stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 11,062 shares of the company’s stock, valued at approximately $775,000. Other institutional investors have also recently added to or […]

Kingsview Wealth Management LLC decreased its position in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 1.8% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 43,260 shares of the company’s stock after selling 799 shares during the period. Kingsview Wealth Management LLC’s holdings in SPDR S&P 400 […]