Page 78 - Cap Value News Today

Pettinga Financial Advisors LLC boosted its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 14.9% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 37,338 shares of the company’s stock after acquiring an additional 4,851 shares during the period. Pettinga Financial Advisors LLC […]

Mission Wealth Management LP lowered its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.5% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 194,932 shares of the company’s stock after selling 3,021 shares during the […]

HCR Wealth Advisors bought a new position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 7,414 shares of the company’s stock, valued at approximately $274,000. Several other large investors have also recently bought and […]

Perella Weinberg Partners Capital Management LP increased its stake in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 627.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 545,914 shares of the company’s stock after purchasing an additional 470,859 shares […]

Glassman Wealth Services reduced its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 2.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 71,630 shares of the company’s stock after selling 1,646 shares during the period. […]

Bush Investment Group LLC acquired a new position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 391,871 shares of the company’s stock, valued at approximately $14,405,000. Schwab International Equity ETF […]

PrairieView Partners LLC trimmed its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 2.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 106,707 shares of the company’s stock after selling 2,775 shares during the quarter. Schwab U.S. […]

Private Trust Co. NA raised its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 35.5% in the 3rd quarter, HoldingsChannel reports. The fund owned 9,238 shares of the company’s stock after buying an additional 2,418 shares during the quarter. Private Trust Co. NA’s holdings in Schwab International Equity ETF were worth $314,000 […]

Family Firm Inc. lifted its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 6.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,289 shares of the company’s stock after buying an additional 403 shares during the period. […]

Blossom Wealth Management lifted its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 42,875 shares of the company’s stock after purchasing an additional 449 shares during the […]