Schwab Treasury Inflation Protected Secs
CUSIP 808517817
Schwab Treasury Inflation Protected Secs has 1 institutional holders in Filings Flow’s 13F database, together reporting 495.0K shares worth $5M as of Q4 2025.
Institutional Holders
1
Q4 2025
Reported Value
$5M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Vestwell Advisors, LLC$365M AUM | 0.75% | $5M | 495.0K | Q4 2025 |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.01% | $54,636 | 5.2K | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.