EP Wealth Advisors LLC Has $265,000 Stock Position in Schwab U.S. TIPS ETF (NYSEARCA:SCHP)

EP Wealth Advisors LLC lowered its position in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHPGet Rating) by 57.4% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,750 shares of the company’s stock after selling 6,399 shares during the quarter. EP Wealth Advisors LLC’s holdings in Schwab U.S. TIPS ETF were worth $265,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in SCHP. Fort Washington Investment Advisors Inc. OH acquired a new stake in shares of Schwab U.S. TIPS ETF during the 1st quarter worth about $225,000. Venture Visionary Partners LLC grew its holdings in Schwab U.S. TIPS ETF by 6.1% during the 1st quarter. Venture Visionary Partners LLC now owns 190,638 shares of the company’s stock worth $11,573,000 after acquiring an additional 11,005 shares during the last quarter. Carter Financial Group INC. bought a new stake in Schwab U.S. TIPS ETF during the 1st quarter worth about $499,000. Pinkerton Retirement Specialists LLC grew its holdings in Schwab U.S. TIPS ETF by 2.2% during the 1st quarter. Pinkerton Retirement Specialists LLC now owns 18,009 shares of the company’s stock worth $1,093,000 after acquiring an additional 396 shares during the last quarter. Finally, Litman Gregory Wealth Management LLC grew its holdings in Schwab U.S. TIPS ETF by 292.9% during the 1st quarter. Litman Gregory Wealth Management LLC now owns 752,500 shares of the company’s stock worth $45,684,000 after acquiring an additional 560,964 shares during the last quarter.

Schwab U.S. TIPS ETF Price Performance

Shares of NYSEARCA:SCHP opened at $51.99 on Monday. Schwab U.S. TIPS ETF has a 12 month low of $51.47 and a 12 month high of $63.95. The company’s 50-day moving average price is $52.47 and its two-hundred day moving average price is $55.22.

See Also

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

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