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Schwab Treasury Infl Protected Secs IDX

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q4 2024Q3 2024Q2 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Vestwell Advisors, LLC
NEW
Shares495,011
Change+495,011
Value$5.1M
Filed 2026-02-13
Grey Fox Wealth Advisors, LLC
CLOSED
Shares0 from 5,223
Change-5,223 (-100%)
Value$0 (-$54.6K)
Filed 2026-02-12
Status
Vestwell Advisors, LLC
NEW495,011—+495,011——$5.1M—2026-02-13
Grey Fox Wealth Advisors, LLC
CLOSED05,223-5,223-100%$54.6K$0-$54.6K2026-02-12
Showing 2 of 2 institutions