📰 Cap Value News
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January 14, 2024
Bogart Wealth LLC raised its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 89.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,901 shares of the company’s stock after purchasing an additional 900 […]
January 13, 2024
Congress Wealth Management LLC DE acquired a new stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 144,357 shares of the company’s stock, valued at approximately $9,305,000. Congress Wealth Management LLC DE […]
January 13, 2024
Raymond James Financial Services Advisors Inc. lessened its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 12.9% in the third quarter, Holdings Channel reports. The firm owned 76,934 shares of the company’s stock after selling 11,351 shares during the period. Raymond James Financial Services Advisors Inc.’s holdings in […]
January 11, 2024
Marino Stram & Associates LLC increased its position in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 1.9% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 86,115 shares of the company’s stock after buying an additional 1,580 shares during the period. Nuveen ESG Large-Cap Value ETF accounts for about 0.8% of Marino […]
January 11, 2024
MorganRosel Wealth Management LLC lifted its position in Vanguard U.S. Value Factor (BATS:VFVA – Free Report) by 5.3% in the third quarter, HoldingsChannel.com reports. The firm owned 60,095 shares of the company’s stock after acquiring an additional 3,037 shares during the period. Vanguard U.S. Value Factor comprises 2.5% of MorganRosel Wealth Management LLC’s investment portfolio, […]
January 11, 2024
Cedar Wealth Management LLC increased its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 13.9% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 26,301 shares of the company’s stock after acquiring an additional 3,201 shares during the quarter. Schwab U.S. […]
January 11, 2024
Cedar Wealth Management LLC lifted its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 13.9% in the 3rd quarter, Holdings Channel.com reports. The firm owned 26,301 shares of the company’s stock after purchasing an additional 3,201 shares during the quarter. Schwab U.S. Large-Cap Value ETF comprises about 0.7% of Cedar Wealth […]
January 11, 2024
Wooster Corthell Wealth Management Inc. increased its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.1% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 988,381 shares of the company’s stock after buying an additional 10,730 shares during the period. Schwab […]
January 11, 2024
Libra Wealth LLC cut its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 0.4% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 342,357 shares of the company’s stock after selling 1,440 shares during the quarter. Schwab International Equity ETF accounts […]
January 11, 2024
Libra Wealth LLC cut its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 0.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 342,357 shares of the company’s stock after selling 1,440 shares during the quarter. Schwab International Equity ETF comprises […]