Page 95 - Cap Value News Today

Seed Wealth Management Inc. grew its holdings in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 23.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 11,740 shares of the company’s stock after acquiring an additional 2,260 shares during the […]

Sage Financial Group Inc. reduced its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 4.3% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 7,002 shares of the company’s stock after selling 314 shares during the period. Sage Financial Group Inc.’s […]

Francis Financial Inc. acquired a new position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 106,075 shares of the company’s stock, valued at approximately $2,694,000. Dimensional US Large Cap Value ETF […]

Sage Financial Group Inc. cut its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 2.1% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 274,641 shares of the company’s stock after selling 5,798 shares during the […]

Sage Financial Group Inc. cut its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 4.3% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 7,002 shares of the company’s stock after selling 314 shares during the quarter. Sage Financial Group Inc.’s […]

Sage Financial Group Inc. lessened its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 2.1% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 274,641 shares of the company’s stock after selling 5,798 shares during […]

Investment management company Cove Street Capital recently released its “Small Cap Value Fund” third quarter 2023 investor letter. A copy of the same can be downloaded here.

Investment management company Cove Street Capital recently released its “Small Cap Value Fund” third quarter 2023 investor letter. A copy of the same can be downloaded here.

Glass Jacobson Investment Advisors llc bought a new stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 4,864 shares of the company’s stock, valued at approximately $173,000. Other large investors also recently added to […]

Institute for Wealth Management LLC. trimmed its holdings in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 6.9% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 17,828 shares of the company’s stock after selling 1,312 shares during the period. Institute for Wealth Management LLC.’s holdings in Nuveen ESG […]