Golden Bell Financial Planning LLC Makes New Investment in Schwab U.S. TIPS ETF (NYSEARCA:SCHP)

Golden Bell Financial Planning LLC acquired a new position in Schwab U.S. TIPS ETF (NYSEARCA:SCHPFree Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 334,020 shares of the company’s stock, valued at approximately $8,628,000. Schwab U.S. TIPS ETF comprises approximately 8.7% of Golden Bell Financial Planning LLC’s portfolio, making the stock its 3rd biggest holding. Golden Bell Financial Planning LLC owned 0.16% of Schwab U.S. TIPS ETF as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Salem Investment Counselors Inc. boosted its holdings in shares of Schwab U.S. TIPS ETF by 91.8% in the 4th quarter. Salem Investment Counselors Inc. now owns 1,057 shares of the company’s stock worth $27,000 after purchasing an additional 506 shares during the period. Independence Bank of Kentucky boosted its holdings in shares of Schwab U.S. TIPS ETF by 107.0% in the 4th quarter. Independence Bank of Kentucky now owns 1,242 shares of the company’s stock worth $32,000 after purchasing an additional 642 shares during the period. Pathway Financial Advisers LLC boosted its holdings in shares of Schwab U.S. TIPS ETF by 101.9% in the 4th quarter. Pathway Financial Advisers LLC now owns 1,298 shares of the company’s stock worth $34,000 after purchasing an additional 655 shares during the period. First Community Trust NA boosted its holdings in Schwab U.S. TIPS ETF by 100.0% during the 4th quarter. First Community Trust NA now owns 1,400 shares of the company’s stock valued at $36,000 after acquiring an additional 700 shares during the period. Finally, S.A. Mason LLC boosted its holdings in Schwab U.S. TIPS ETF by 100.0% during the 4th quarter. S.A. Mason LLC now owns 1,520 shares of the company’s stock valued at $39,000 after acquiring an additional 760 shares during the period.

Schwab U.S. TIPS ETF Stock Performance

SCHP opened at $26.39 on Friday. The business has a fifty day moving average of $26.01 and a 200 day moving average of $26.30. Schwab U.S. TIPS ETF has a 52-week low of $25.46 and a 52-week high of $26.96.

About Schwab U.S. TIPS ETF

(Free Report)

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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Institutional Ownership by Quarter for Schwab U.S. TIPS ETF (NYSEARCA:SCHP)

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