Lutz Financial Services LLC raised its position in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 6.1% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,341,905 shares of the company’s stock after buying an additional 135,170 shares during the period. Schwab U.S. TIPS ETF comprises 4.2% of Lutz Financial Services LLC’s investment portfolio, making the stock its 8th biggest position. Lutz Financial Services LLC’s holdings in Schwab U.S. TIPS ETF were worth $62,318,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also made changes to their positions in the business. Pine Haven Investment Counsel Inc increased its holdings in Schwab U.S. TIPS ETF by 0.9% in the 4th quarter. Pine Haven Investment Counsel Inc now owns 42,192 shares of the company’s stock worth $1,118,000 after acquiring an additional 390 shares in the last quarter. Fortis Capital Management LLC lifted its position in Schwab U.S. TIPS ETF by 1.3% during the fourth quarter. Fortis Capital Management LLC now owns 30,765 shares of the company’s stock worth $815,000 after buying an additional 390 shares in the last quarter. Cape Investment Advisory Inc. boosted its position in shares of Schwab U.S. TIPS ETF by 21.2% during the 3rd quarter. Cape Investment Advisory Inc. now owns 2,356 shares of the company’s stock valued at $63,000 after acquiring an additional 412 shares during the last quarter. Arta Finance Wealth Management LLC boosted its holdings in Schwab U.S. TIPS ETF by 1.8% in the 1st quarter. Arta Finance Wealth Management LLC now owns 27,080 shares of the company’s stock valued at $720,000 after purchasing an additional 474 shares during the last quarter. Finally, WJ Financial Advisors LLC grew its position in Schwab U.S. TIPS ETF by 3.9% in the first quarter. WJ Financial Advisors LLC now owns 13,015 shares of the company’s stock worth $346,000 after acquiring an additional 486 shares during the period.
Schwab U.S. TIPS ETF Price Performance
Shares of NYSEARCA:SCHP opened at $26.18 on Tuesday. Schwab U.S. TIPS ETF has a 12-month low of $26.14 and a 12-month high of $27.19. The business has a 50-day moving average price of $26.55 and a 200 day moving average price of $26.64.
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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