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True Wealth Design LLC lowered its position in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 11.6% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 57,809 shares of the company’s stock after selling 7,611 shares during the quarter. Dimensional U.S. Equity […]
Envestnet Portfolio Solutions Inc. bought a new stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 328,331 shares of the company’s stock, valued at approximately $23,876,000. Envestnet Portfolio Solutions […]
Soundwatch Capital LLC lessened its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 6.4% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 5,656 shares of the company’s stock after selling 386 shares during the period. Schwab U.S. Large-Cap Growth ETF […]
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Shepherd Financial Partners LLC trimmed its position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 2.4% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 27,451 shares of the company’s stock after selling 685 shares […]