Page 37 - Cap Value News Today

Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its holdings in shares of Nuveen ESG Mid-Cap Value ETF (BATS:NUMV – Free Report) by 10.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 268,186 shares of the company’s stock […]

Capital Performance Advisors LLP bought a new stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 8,455 shares of the company’s stock, valued at approximately $246,000. A number of […]

Connecticut Wealth Management LLC bought a new stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 6,964 shares of the company’s stock, valued at approximately $257,000. Other large investors also recently made changes to their positions in […]

Connecticut Wealth Management LLC acquired a new stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) in the 4th quarter, Holdings Channel reports. The firm acquired 6,964 shares of the company’s stock, valued at approximately $257,000. Several other institutional investors have also bought and sold shares of the business. Avidian Wealth Solutions […]

Power Wealth Management LLC acquired a new position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 62,873 shares of the company’s stock, valued at approximately $2,324,000. Schwab International Equity ETF […]

Signature Resources Capital Management LLC bought a new stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 10,159 shares of the company’s stock, valued at approximately $296,000. Other institutional investors and hedge […]

Benjamin Edwards Inc. raised its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 8.4% during the fourth quarter, HoldingsChannel.com reports. The fund owned 22,585 shares of the company’s stock after purchasing an additional 1,744 shares during the quarter. Benjamin Edwards Inc.’s holdings in Schwab International Equity ETF were worth $835,000 at the […]

Benjamin Edwards Inc. lifted its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 8.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 22,585 shares of the company’s stock after purchasing an additional 1,744 shares during the period. […]

Summit Asset Management LLC increased its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 0.5% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 252,693 shares of the company’s stock after acquiring an additional 1,271 shares during the period. Schwab U.S. […]

FFT Wealth Management LLC grew its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 22.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 432,770 shares of the company’s stock after buying an additional 79,247 shares during the period. Schwab International […]