Forthright Wealth Management Q2 2026 Portfolio Activity: Major Purchases and Sales ObservedInsiderSet·Aug 10, 2026SCHDVOO
Noble Family Wealth LLC Investment Activity Q2 2026: Significant Purchases and Sales ObservedInsiderSet·Aug 9, 2026SCHDVTV
St. Johns Investment Management Company Q2 Activity: Major BHP Acquisition and ETF AdjustmentsInsiderSet·Aug 8, 2026AAPLSPY
CDKV Holdings LLC Q2 2026 Portfolio Activity: Major Purchases and Sales ObservedInsiderSet·Aug 4, 2026VUGSCHG
Seneca Financial Advisors Llc Q2 2026 Portfolio Adjustments: Focus on Schwab and Vanguard FundsInsiderSet·Jul 30, 2026SCHGSCHP
Trunorth Capital Management Q2 Portfolio Changes: Focus on Schwab and Dimensional ETFsInsiderSet·Jul 25, 2026SCHBSCHO
Certior Financial Group Q2 2026 Portfolio Activity: Strategic Buys, Holds & Sells ObservedInsiderSet·Jul 22, 2026SCHDSCHG
Zynergy Retirement Planning LLC Portfolio Concentration Analysis: June 30, 2026InsiderSet·Jul 19, 2026IVVSCHP
White & Co Financial Planning Inc Portfolio Concentration Analysis: High Allocation in SCHWab ETFsInsiderSet·Jul 18, 2026SCHXSCHF
Davis Capital Management Q2 2026 Portfolio Activity: Strategic Shifts in ETF Holdings and Individual StocksInsiderSet·Jul 18, 2026AAPLGOOG
Joule Financial LLC Q2 2026 Portfolio Activity: Strategic Shifts and ConcentrationsInsiderSet·Jul 17, 2026SCHDRSP
Friedenthal Financial Q1 2026 Portfolio Activity: Major Purchases & Sales ObservedInsiderSet·Jul 15, 2026IJHITOT