Willow Creek Wealth Management Inc. lifted its position in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 4.6% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,109,038 shares of the company’s stock after purchasing an additional 93,295 shares during the quarter. Schwab U.S. TIPS ETF makes up 3.5% of Willow Creek Wealth Management Inc.’s investment portfolio, making the stock its 7th biggest holding. Willow Creek Wealth Management Inc. owned about 0.33% of Schwab U.S. TIPS ETF worth $53,000,000 at the end of the most recent quarter.
Other hedge funds have also recently added to or reduced their stakes in the company. Cassady Wealth & Retirement Planning LLC lifted its stake in Schwab U.S. TIPS ETF by 2.2% in the first quarter. Cassady Wealth & Retirement Planning LLC now owns 18,461 shares of the company’s stock valued at $496,000 after buying an additional 398 shares during the last quarter. Surience Private Wealth LLC increased its holdings in shares of Schwab U.S. TIPS ETF by 2.9% in the 3rd quarter. Surience Private Wealth LLC now owns 14,680 shares of the company’s stock valued at $369,000 after acquiring an additional 419 shares during the period. Christensen King & Associates Investment Services Inc. increased its holdings in shares of Schwab U.S. TIPS ETF by 0.3% in the 3rd quarter. Christensen King & Associates Investment Services Inc. now owns 151,362 shares of the company’s stock valued at $3,804,000 after acquiring an additional 427 shares during the period. WJ Financial Advisors LLC increased its holdings in shares of Schwab U.S. TIPS ETF by 3.9% in the 1st quarter. WJ Financial Advisors LLC now owns 13,015 shares of the company’s stock valued at $346,000 after acquiring an additional 486 shares during the period. Finally, Essential Partners LLC raised its position in Schwab U.S. TIPS ETF by 1.8% in the 1st quarter. Essential Partners LLC now owns 30,977 shares of the company’s stock valued at $824,000 after purchasing an additional 560 shares during the last quarter.
Schwab U.S. TIPS ETF Stock Performance
SCHP stock opened at $25.64 on Wednesday. The company has a fifty day moving average price of $25.55 and a 200 day moving average price of $26.30. Schwab U.S. TIPS ETF has a 12 month low of $25.01 and a 12 month high of $27.11.
About Schwab U.S. TIPS ETF
The Schwab U.S. TIPS ETF (SCHP) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-value weighted index of US Treasury inflation-protected securities with at least one year remaining in maturity. SCHP was launched on Aug 5, 2010 and is managed by Charles Schwab.
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