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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
551
Carmichael Hill & Associates
Maryland
$29.2K -$12.6K -486 -30%
MG
552
Mather Group
Illinois
$26.9K +$26.7K +1,030 New
NCM
553
Northwest Capital Management
Oregon
$26.2K – – –
ADL
554
Asset Dedication LLC
California
$26K +$2.65K +102 +11%
TCG
555
Transcendent Capital Group
Oklahoma
$25.8K – – –
BWL
556
Bogart Wealth LLC
Virginia
$25.4K – – –
MCM
557
MidAtlantic Capital Management
Virginia
$24.3K – – –
BBPWM
558
Blue Bell Private Wealth Management
Pennsylvania
$23.6K – – –
SIC
559
Salem Investment Counselors
North Carolina
$23.5K +$1.04K +40 +5%
RCM
560
Richardson Capital Management
Wisconsin
$21.9K – – –
WP
561
WealthShield Partners
North Carolina
$21.7K -$415 -16 -2%
BFPW
562
BOK Financial Private Wealth
Colorado
$20.4K +$20.3K +784 New
T
563
Tidemark
California
$19.7K -$586K -22,570 -97%
LTI
564
Laffer Tengler Investments
Tennessee
$19.6K +$19.5K +750 New
LFA
565
LGT Financial Advisors
Texas
$19.5K -$14.8K -572 -43%
APC
566
Aspire Private Capital
North Carolina
$19.5K +$19.4K +746 New
DAM
567
Delta Asset Management
Tennessee
$19.1K – – –
LWA
568
Lowe Wealth Advisors
Maryland
$18.4K – – –
BL
569
Balentine LLC
Georgia
$17.7K +$17.6K +680 New
HGERS
570
Householder Group Estate & Retirement Specialist
Arizona
$17.5K -$9.96K -384 -37%
SIC
571
SJS Investment Consulting
Ohio
$16.6K – – –
DCM
572
Davis Capital Management
Florida
$14.9K +$830 +32 +6%
CCM
573
Chilton Capital Management
Texas
$14.8K -$7.47K -288 -34%
GPFA
574
Game Plan Financial Advisors
Ohio
$14.3K – – –
WWP
575
WR Wealth Planners
Missouri
$13.8K +$13.8K +532 New
21 22
23
24 25