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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 808517817

SCHWAB TREASURY INFL PROTECTED SECS IDX

4 institutions · $5.8M total · 562,261 shares

#ManagerSharesValue% of TotalPeriod
1Vestwell Advisors, LLC495,011$5.1M88.03%2025-12-31
2C M BIDWELL & ASSOCIATES LTD61,640$609.6K10.96%2023-12-31
3Grey Fox Wealth Advisors, LLC5,223$54.6K0.92%2025-09-30
4Fairfield Financial Advisors, LTD387$3.9K0.06%2024-12-31