Golden Bell Financial Planning LLC grew its position in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 8.5% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 364,041 shares of the company’s stock after purchasing an additional 28,564 shares during the period. Schwab U.S. TIPS ETF comprises approximately 8.5% of Golden Bell Financial Planning LLC’s holdings, making the stock its 3rd biggest holding. Golden Bell Financial Planning LLC owned about 0.07% of Schwab U.S. TIPS ETF worth $9,811,000 as of its most recent filing with the SEC.
A number of other hedge funds have also made changes to their positions in the company. Financial Consulate Inc. acquired a new stake in shares of Schwab U.S. TIPS ETF during the third quarter worth approximately $29,000. Bessemer Group Inc. bought a new stake in Schwab U.S. TIPS ETF during the 2nd quarter worth approximately $32,000. Hantz Financial Services Inc. bought a new stake in Schwab U.S. TIPS ETF during the 2nd quarter worth approximately $35,000. Bogart Wealth LLC increased its holdings in Schwab U.S. TIPS ETF by 64.1% during the 2nd quarter. Bogart Wealth LLC now owns 1,411 shares of the company’s stock valued at $38,000 after purchasing an additional 551 shares in the last quarter. Finally, Glass Jacobson Investment Advisors llc raised its position in Schwab U.S. TIPS ETF by 35.3% in the 3rd quarter. Glass Jacobson Investment Advisors llc now owns 1,469 shares of the company’s stock valued at $40,000 after purchasing an additional 383 shares during the last quarter.
Wall Street Analyst Weigh In
Separately, Sanford C. Bernstein upgraded Schwab U.S. TIPS ETF to a “hold” rating in a report on Friday, December 5th.
Schwab U.S. TIPS ETF Price Performance
Shares of Schwab U.S. TIPS ETF stock opened at $26.64 on Friday. The business has a fifty day simple moving average of $26.62 and a 200 day simple moving average of $26.77. Schwab U.S. TIPS ETF has a 12 month low of $25.83 and a 12 month high of $27.19.
Schwab U.S. TIPS ETF Company 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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