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Creative Planning raised its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 7.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 522,603 shares of the exchange traded fund’s stock after purchasing an additional 37,836 shares during the quarter. […]
Creative Planning trimmed its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 7.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,256,446 shares of the company’s stock after selling 94,563 shares during the period. Creative Planning owned about […]
Creative Planning boosted its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 3.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,331,563 shares of the company’s stock after buying an additional 41,120 shares during […]
Creative Planning reduced its stake in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 0.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,731,568 shares of the company’s stock after selling 15,456 shares during the quarter. Creative Planning owned […]
Creative Planning grew its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 0.3% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 10,259,228 shares of the company’s stock after acquiring an additional 25,791 shares during the quarter. Schwab U.S. Mid-Cap […]