Great Waters Wealth Management cut its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 5.2% during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 37,547 shares of the company’s stock after selling 2,070 shares during the period. Schwab US […]
LPL Financial LLC boosted its position in shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 1.7% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 7,052,675 shares of the company’s stock after acquiring an additional 115,586 shares […]
Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) Holdings Lifted by Orion Capital Management LLC kopsource.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from kopsource.com Daily Mail and Mail on Sunday newspapers.
FLC Capital Advisors cut its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 39.1% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,226 shares of the company’s stock after selling 4,640 shares during the quarter. FLC […]
Great Waters Wealth Management cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 1.2% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 18,914 shares of the healthcare conglomerate’s stock after selling 223 shares during the quarter. UnitedHealth Group accounts for 1.9% […]