Page 59 - Cap Value News Today

Wealthsource Partners LLC grew its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 9.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 112,643 shares of the company’s stock after buying an additional 9,636 shares during the quarter. Wealthsource Partners LLC’s holdings in Dimensional US Small Cap Value ETF were […]

Wealthsource Partners LLC grew its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 9.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 112,643 shares of the company’s stock after purchasing an additional 9,636 shares during the quarter. Wealthsource […]

Everhart Financial Group Inc. grew its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 132.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,000 shares of the company’s stock after buying an additional 7,974 shares during […]

Retirement Planning Group LLC lifted its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.7% during the 4th quarter, HoldingsChannel reports. The fund owned 150,987 shares of the company’s stock after purchasing an additional 3,961 shares during the period. Schwab International Equity ETF accounts for 0.5% of Retirement Planning Group […]

Retirement Planning Group LLC grew its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 150,987 shares of the company’s stock after buying an additional 3,961 shares during […]

HB Wealth Management LLC reduced its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 8.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 695,975 shares of the company’s stock after selling 68,111 shares during the quarter. HB Wealth Management LLC owned […]

LVW Advisors LLC increased its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 10.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 61,060 shares of the company’s stock after purchasing an additional 5,916 shares during the quarter. LVW […]

LVW Advisors LLC boosted its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 10.7% during the fourth quarter, Holdings Channel.com reports. The fund owned 61,060 shares of the company’s stock after buying an additional 5,916 shares during the quarter. LVW Advisors LLC’s holdings in Schwab International Equity ETF were worth $2,257,000 at […]

Vawter Financial Ltd. reduced its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 3.1% during the third quarter, Holdings Channel.com reports. The fund owned 58,696 shares of the company’s stock after selling 1,870 shares during the period. Dimensional US Large Cap Value ETF makes up about 1.6% of Vawter Financial […]

IMA Wealth Inc. increased its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.2% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 188,860 shares of the company’s stock after acquiring an additional 4,090 shares during the quarter. Schwab International Equity ETF accounts for 1.7% of IMA Wealth Inc.’s holdings, making […]