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Creative Planning raised its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 1.6% in the 3rd quarter, Holdings Channel reports. The fund owned 287,914 shares of the company’s stock after acquiring an additional 4,563 shares during the period. Creative Planning’s holdings in Schwab U.S. Large-Cap Value ETF were worth $18,559,000 as […]
Creative Planning reduced its stake in iShares Cohen & Steers REIT ETF (BATS:ICF – Free Report) by 4.0% during the third quarter, Holdings Channel.com reports. The firm owned 383,163 shares of the company’s stock after selling 16,011 shares during the quarter. Creative Planning’s holdings in iShares Cohen & Steers REIT ETF were worth $19,219,000 as […]
Creative Planning grew its position in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 12.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 252,503 shares of the apparel and home fashions retailer’s stock after purchasing an additional 27,212 shares during the […]
Creative Planning cut its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 4.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 237,150 shares of the company’s stock after selling 9,780 shares during the quarter. Creative Planning owned about […]
Creative Planning grew its position in shares of U.S. Bancorp (NYSE:USB – Free Report) by 22.9% in the third quarter, Holdings Channel reports. The institutional investor owned 837,191 shares of the financial services provider’s stock after buying an additional 156,010 shares during the period. Creative Planning’s holdings in U.S. Bancorp were worth $27,678,000 as of […]