We are live on ! Find out more
SCHP icon

Schwab US TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
201
Perigon Wealth Management
California
$66K -$1.16M -41,916 -95%
MCM
202
Mainstay Capital Management
Michigan
$62K +$61.5K +2,224 New
TC
203
Telemus Capital
Michigan
$57K +$57.1K +2,066 New
KF
204
Krilogy Financial
Missouri
$56K +$21.3K +770 +61%
PCTC
205
Perkins Coie Trust Company
Washington
$55K
IWM
206
IHT Wealth Management
Illinois
$50K
LGWM
207
Litman Gregory Wealth Management
California
$39K
SP
208
SWS Partners
Ohio
$39K +$38.8K +1,404 New
ADL
209
Asset Dedication LLC
California
$37K +$34.8K +1,260 +1,537%
VFA
210
Valeo Financial Advisors
Indiana
$33K +$12.8K +464 +64%
PFGIA
211
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$17.9K +648 +123%
EWM
212
Evercore Wealth Management
New York
$25K
WCM
213
Wealthcare Capital Management
Virginia
$25K
KFA
214
Kabarec Financial Advisors
Illinois
$25K +$24.9K +900 New
MFW
215
Mosaic Family Wealth
Missouri
$24K +$24.4K +882 New
AIM
216
Arcadia Investment Management
Michigan
$22K +$22.1K +800 New
MWM
217
MinichMacGregor Wealth Management
New York
$21K
PO
218
Private Ocean
California
$21K +$11.4K +412 +120%
SJIM
219
St. Johns Investment Management
Florida
$18K -$98.8K -3,572 -85%
AOWM
220
Alpha Omega Wealth Management
Virginia
$16K
PFA
221
Pathway Financial Advisors
Vermont
$16K +$15.8K +572 New
1IA
222
1834 Investment Advisors
Wisconsin
$16K +$16.3K +588 New
RFA
223
Reilly Financial Advisors
California
$15K -$7.8K -282 -34%
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$15K +$15.1K +546 New
WCM
225
Whitener Capital Management
North Carolina
$15K +$15.5K +560 New