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January 10, 2024
Smith Salley & Associates boosted its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 7.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,754 shares of the company’s stock after buying an additional […]
January 10, 2024
Portside Wealth Group LLC increased its stake in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 3.2% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 36,652 shares of the company’s stock after purchasing an additional 1,120 shares during the quarter. […]
January 9, 2024
The Gabelli Global Small and Mid Cap Value Trust (NYSE:GGZ – Get Free Report)’s share price traded up 1.2% during trading on Monday . The company traded as high as $11.60 and last traded at $11.60. 4,909 shares were traded during trading, a decline of 37% from the average session volume of 7,762 shares. The […]
January 9, 2024
Park Avenue Securities LLC cut its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 25.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 64,203 shares of the company’s stock after selling 22,367 […]
January 9, 2024
Chicago Partners Investment Group LLC grew its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 23.0% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 102,024 shares of the company’s stock after buying an additional 19,077 shares during the quarter. […]
January 9, 2024
Laurel Wealth Planning LLC decreased its stake in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 5.4% in the 3rd quarter, Holdings Channel.com reports. The fund owned 290,685 shares of the company’s stock after selling 16,565 shares during the quarter. Nuveen ESG Large-Cap Value ETF makes up 7.6% of Laurel Wealth Planning LLC’s […]
January 9, 2024
Laurel Wealth Planning LLC decreased its stake in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 5.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 290,685 shares of the company’s stock after selling 16,565 shares during […]
January 9, 2024
Briggs Advisory Group Inc. cut its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 0.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 233,591 shares of the company’s stock after selling 1,257 […]
January 9, 2024
Northern Capital Management Inc. lifted its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 3.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 327,595 shares of the company’s stock after purchasing an additional 11,099 shares during the quarter. Schwab U.S. […]
January 8, 2024
Investment management company Cove Street Capital recently released its “Small Cap Value Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here.