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Schwab Inflation Protected Fun mutual funds shares owned by Vestwell Advisors

Quarter-by-quarter ownership of Schwab Inflation Protected Fun mutual funds (SWRSX) shares owned by Vestwell Advisors from 13F filings

Historical chart of Vestwell Advisors investment in Schwab Inflation Protected Fun mutual funds

Tip: Access up to 7 years of quarterly data

All positions including Schwab Inflation Protected Fun mutual funds held by Vestwell Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Inflation Protected Fun mutual funds by Vestwell Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.1M 495k 10.32

More positions owned by Vestwell Advisors

iShares Tr iShares Core S&P 500 ETF (Principal) (IVV)
Fidelity Fidelity International Index (Principal) (FSPSX)
Fidelity Fidelity U.S. Bond Index (Principal) (FXNAX)
Lincoln Lincoln Stable Value Account -Z953X (Principal)
Fidelity Fidelity Emerging Markets Idx (Principal) (FPADX)
Schwab Strategic Tr Schwab US Large-Cap Growth ETF (Principal) (SCHG)
iShares Tr iShares Core S&P Mid-Cap ETF (Principal) (IJH)
Putnam Putnam Large Cap Value R6 (Principal)
Putnam Putnam Core Bond Fund R6 (Principal)
Fidelity Fidelity Total Market Index (Principal) (FSKAX)
iShares Tr iShares Core S&P Small-Cap ETF (Principal) (IJR)
Schwab Strategic Tr Schwab US Broad Market ETF (Principal) (SCHB)
Vanguard Index FDS Vanguard Value ETF (Principal) (VTV)
Vanguard Intl Equity Index F Vanguard Total World Stock ETF (Principal) (VT)
iShares Tr iShares Core International Aggt Bd ETF (Principal) (IAGG)

View all positions for Vestwell Advisors

Top funds holding Schwab Inflation Protected Fun mutual funds

Vestwell Advisors

View all funds holding Schwab Inflation Protected Fun mutual funds