Golden Bell Financial Planning LLC grew its position in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 5.9% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 401,701 shares of the company’s stock after purchasing an additional 22,537 shares during the period. Schwab U.S. TIPS ETF makes up approximately 8.5% of Golden Bell Financial Planning LLC’s investment portfolio, making the stock its 3rd largest holding. Golden Bell Financial Planning LLC owned 0.07% of Schwab U.S. TIPS ETF worth $10,689,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds also recently modified their holdings of SCHP. Westover Capital Advisors LLC raised its holdings in shares of Schwab U.S. TIPS ETF by 3.1% in the first quarter. Westover Capital Advisors LLC now owns 403,651 shares of the company’s stock valued at $10,741,000 after purchasing an additional 12,168 shares during the last quarter. D.A. Davidson & CO. bought a new position in shares of Schwab U.S. TIPS ETF in the 1st quarter valued at about $4,155,000. Bank of New York Mellon Corp increased its position in shares of Schwab U.S. TIPS ETF by 34.7% in the first quarter. Bank of New York Mellon Corp now owns 2,420,974 shares of the company’s stock valued at $64,422,000 after acquiring an additional 624,017 shares during the last quarter. Sherman Asset Management Inc. increased its position in shares of Schwab U.S. TIPS ETF by 11.3% in the first quarter. Sherman Asset Management Inc. now owns 60,821 shares of the company’s stock valued at $1,618,000 after acquiring an additional 6,152 shares during the last quarter. Finally, SouthState Bank Corp bought a new stake in Schwab U.S. TIPS ETF during the first quarter worth about $770,000.
Schwab U.S. TIPS ETF Trading Down 0.1%
SCHP opened at $26.19 on Friday. The business’s 50-day simple moving average is $26.51 and its 200 day simple moving average is $26.63. Schwab U.S. TIPS ETF has a 52-week low of $26.14 and a 52-week high of $27.19.
Schwab U.S. TIPS ETF Profile
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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