Golden Bell Financial Planning LLC Purchases 28,564 Shares of Schwab U.S. TIPS ETF $SCHP

Golden Bell Financial Planning LLC lifted its position in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP) by 8.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 364,041 shares of the company’s stock after purchasing an additional 28,564 shares during the quarter. Schwab U.S. TIPS ETF accounts for 8.5% of Golden Bell Financial Planning LLC’s portfolio, making the stock its 3rd largest position. Golden Bell Financial Planning LLC’s holdings in Schwab U.S. TIPS ETF were worth $9,811,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the company. ORG Partners LLC grew its stake in Schwab U.S. TIPS ETF by 2.0% in the third quarter. ORG Partners LLC now owns 19,090 shares of the company’s stock valued at $515,000 after acquiring an additional 377 shares during the period. Glass Jacobson Investment Advisors llc lifted its holdings in shares of Schwab U.S. TIPS ETF by 35.3% during 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 in the last quarter. Financial Freedom LLC grew its position in shares of Schwab U.S. TIPS ETF by 0.5% in the 2nd quarter. Financial Freedom LLC now owns 79,080 shares of the company’s stock valued at $2,110,000 after purchasing an additional 405 shares during the period. Sequoia Financial Advisors LLC grew its position in shares of Schwab U.S. TIPS ETF by 4.6% in the 3rd quarter. Sequoia Financial Advisors LLC now owns 9,541 shares of the company’s stock valued at $257,000 after purchasing an additional 423 shares during the period. Finally, Cape Investment Advisory Inc. increased its stake in Schwab U.S. TIPS ETF by 28.8% during the 2nd quarter. Cape Investment Advisory Inc. now owns 1,944 shares of the company’s stock worth $52,000 after purchasing an additional 435 shares in the last quarter.

Schwab U.S. TIPS ETF Price Performance

NYSEARCA:SCHP opened at $26.64 on Friday. Schwab U.S. TIPS ETF has a 52-week low of $25.83 and a 52-week high of $27.19. The stock’s 50-day simple moving average is $26.62 and its 200 day simple moving average is $26.77.

Wall Street Analyst Weigh In

Separately, Sanford C. Bernstein raised shares of Schwab U.S. TIPS ETF to a “hold” rating in a research note on Friday, December 5th.

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.