Curio Wealth LLC Makes New Investment in Schwab U.S. TIPS ETF (NYSEARCA:SCHP)

Curio Wealth LLC bought a new stake in Schwab U.S. TIPS ETF (NYSEARCA:SCHP) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 40,815 shares of the company’s stock, valued at approximately $1,054,000. Schwab U.S. TIPS ETF makes up about 0.6% of Curio Wealth LLC’s portfolio, making the stock its 29th largest holding.

A number of other institutional investors and hedge funds have also made changes to their positions in SCHP. Principal Financial Group Inc. raised its stake in shares of Schwab U.S. TIPS ETF by 6.3% during the 3rd quarter. Principal Financial Group Inc. now owns 173,650 shares of the company’s stock worth $9,313,000 after buying an additional 10,327 shares in the last quarter. Aptus Capital Advisors LLC grew its holdings in Schwab U.S. TIPS ETF by 8.9% during the third quarter. Aptus Capital Advisors LLC now owns 4,782 shares of the company’s stock worth $256,000 after acquiring an additional 392 shares during the period. OneDigital Investment Advisors LLC raised its position in Schwab U.S. TIPS ETF by 91.1% in the third quarter. OneDigital Investment Advisors LLC now owns 26,241 shares of the company’s stock worth $1,407,000 after acquiring an additional 12,506 shares in the last quarter. CIBC Asset Management Inc acquired a new stake in Schwab U.S. TIPS ETF in the third quarter valued at $550,000. Finally, Empowered Funds LLC boosted its position in shares of Schwab U.S. TIPS ETF by 343.5% during the 3rd quarter. Empowered Funds LLC now owns 136,827 shares of the company’s stock worth $7,323,000 after purchasing an additional 105,975 shares in the last quarter.

Schwab U.S. TIPS ETF Trading Down 0.3 %

Shares of SCHP opened at $26.46 on Monday. Schwab U.S. TIPS ETF has a 52-week low of $25.46 and a 52-week high of $26.96. The company has a 50-day simple moving average of $26.22 and a 200-day simple moving average of $26.31.

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.