Wonder why it ever closed. $1B in assets spread among 535 or so stocks, mainly LCV. The only thing it ever left in its dust is 8 former managers/analysts but not its bogey.

Added
SOXL (ship shortage expect for ~ 24 more months)
Vang2045
BRK.B
SHIBA-USD

Summary prospectus:
https://www.sec.gov/Archives/edgar/data/1141819/000089418921006735/crossingbridgespacetf497k.htm
Registration filing:
https://www.sec.gov/Archives/edgar/data/1141819/000089418921003795/crossingbridgespac485a.htm
Portfolio Managers. David K. Sherman, President of the Adviser, is the Fund’s Lead Portfolio Manager and T. Kirk Whitney, CFA®, Assistant Portfolio Manager and Senior Analyst of the Adviser, is the Fund’s Assistant Portfolio Manager. Mr. Sherman and Mr. Whitney have been managing the Fund since its inception in 2021.

@Derf,
Evergrande, Chinese property development co likely having a Lehman moment...alledegedly shady business practices...contagion? Germany exports a great deal to China...what happens to Europe? Tax increases on the horizon...supply chain disruptions up the ying yang...transiory inflation...sure, will you swallow what they are feeding you? Have you bought groceries lately? Drive by a Honda dealer, there are like 5 cars on the lot for sale. Will Powell be forced to raise rates...taper....nah that won't happen...will it?
What's your hurry to jump in at a couple points discount?
Wait till the reall kaka show starts...
Of course I am certain I do NOT know what will happen.
Good Luck, Good Health and Good Investing to all!
Baseball Fan

@hank
The chart below won't necessarily clarity much, but provides a reference to 2 other U.S. bond types. NOTE: TIP also has the feature of "flight to safety bonds" during a "melt", being a US gov't. issue.
3 year chart total return: TIP vs IEF (7-10 year Treasury vs LQD (investment gr. corp. bonds

@Catch22
Nice. Thanks. Has me wondering … Does this ETF only go up?
It’s possible that chart reflects investor enthusiasm for TIPS (a fad) rather than real value vs conventional bonds. Charts that go up in that manner sometimes do. Looks like it’s really ramped up since beginning of 2019. I don’t know the answer. Just asking those “in-the-know”.

Note that in recent months the “angle of attack” has really steepened. Were it an aeronautical craft it would be about to stall. :)

Not mentioned is that TD Ameritrade is reducing its fees on all other TF OEF funds
(by less than a nickel :-()
https://mutualfundobserver.com/discuss/discussion/58605/td-ameritrade-new-oef-pricing
I view this more as duopoly pricing (Fidelity, Schwab) than a generic pushback on "low" prices. AFAIK, no other major brokerages charge fees one-way (pay to buy, free to sell).
As I recall (not positive of precise details/chronology), Fidelity went to one way pricing: $75 to buy, $0 to sell. Schwab followed with one way, $76 dollar pricing. Then Fidelity dropped fees to $49.95 except for a few families, and Schwab responded by dropping fees on all TF families to $49.95. Or the other way around, i.e. Schwab with Fidelity following.
Now Schwab is again closing the gap between it and Fidelity, though this time by raising the fee on a few families to $74.95.
A few pricing details to add to Lewis' chart:
Fidelity charges $75 to buy Schwab funds; Vanguard charges its usual $20; obviously Schwab charges nothing.
Vanguard charges $0 for the first 100 trades for Flagship Select (over $5M) customers. Both the Flagship ($1M) and Flagship Select ($5M) thresholds include all household assets, not just assets in the account. But only Vanguard fund assets count, not all assets held at Vanguard. That's except for Vanguard-managed accounts, where all assets in the accounts are included.
The number of free trades at Vanguard is reduced by the number of free option trades that were executed in the current calendar year.

A beautiful Sunday Michigan morning to you @hank
Travel the TIP ETF route or equivalent from whichever provider to fulfill the I-bond space.
E.R. = .19%, the majority of holdings are 1-5 year duration, no limitation for when to buy or sell, no $ limits, well suited to a tax deferred account holding; a fully flexible holding in this area of one's total account.
Annualized return sample periods since Dec. 2003 inception = LIFE, 4.4% and 3 year of 7.5%.
TIP ETF performance
Regards,
Catch

- “IMHO, an argument for purchasing Series I savings bonds now instead of after Nov. 1 is that you're getting a guaranteed 3.54% (annualized) rate for six months in addition to whatever the future holds. Not too shabby.”
Not shabby at all. Is there an ETF or mutual fund that uses these to boost yield? Suspect there’s a timing element involved that would complicate the work of an ordinary investor in meeting what appear pretty stringent dates, Also, would it be possible to keep rolling the $$ over into these - perhaps automatically? (KISS).
- “Not mentioned is the opportunity for a deceased savings bond owner to pay tax on accumulated interest to date of death. This can be advantageous if the deceased is in a low tax bracket (likely if retired) … “
Most assuredly retired (one way or the other) :)

Schwab Raises Fees for Buying Fidelity and Vanguard Funds
“After years of fee wars with other brokers, Charles Schwab is pushing back. Starting on Nov. 1, the cost for retail investors to buy Vanguard, Fidelity, and Dodge & Cox funds at the broker will rise from $49.95 to $74.95—a 50% increase. Similarly, at TD Ameritrade, which Schwab acquired in October 2020, prices for the same fund families will rise from $49.99 to $74.95 on Oct. 1.
“Schwab's stated reason for this shift is covering its record-keeping and other administrative costs. ‘The majority of mutual fund families pay Schwab/TD Ameritrade for necessary and important shareholder servicing expenses, but some do not,’ says Alison Wertheim, a representative for Schwab (ticker: SCHW), in an email. ‘We are applying this different amount on retail mutual fund purchases only for funds from which we do not receive shareholder servicing compensation in order to offset the expense we incur in providing shareholder servicing.’ But is it a coincidence that Schwab is raising prices on two fund families with brokerage divisions that are its biggest competitors and the source of the fee wars?”
Excellent article. Delves into the history of the fee price wars, some of the causes and motivational factors and makes some inferences about where things may be heading.
From: Barron’s - September 20, 2021
LINK (May require subscription to access complete article)

@Sven - this article too from Jim Sloan @SeekingAlpha.
I-Bonds Have it All

For I Bonds bought by October 31, the one year yield will likely be 4.8%
This is understated. He's assuming 0% inflation in August and for September. It was 0.3% for the month of August, or 5.3% Y/Y Aug 2021/Aug 2020.
The combined return from November 1, 2021, through October 31, 2022, will therefore be close to the combination of 1.77% for the six months ending and the 3.07% (6.14% annualized) likely for the subsequent six months, if not higher. The total one year inflation component combining the two is 4.84%
Assuming a savings bond purchased Nov 1, the inflation adjustments would be the Mar '21 - Sept '21 inflation rate for the first six months, then the Sept '21 - Mar '22 inflation rate. The old 1.77% rate (inflation Sept '20 - Mar '21) would be irrelevant.
OTOH if you were to purchase a savings bond before Nov, then you would get the rate as described for a year. But that year would start the in the month you purchased the savings bond and terminate before Oct 31, 2022. At that point you'd start getting the Sept '21 - Mar '22 inflation rate.
Either way, he's missing this future, completely unknown rate in what you'd earn through Oct 31, 2022.
https://www.treasurydirect.gov/indiv/research/indepth/ibonds/res_ibonds_iratesandterms.htm#change
IMHO, an argument for purchasing Series I savings bonds now instead of after Nov. 1 is that you're getting a guaranteed 3.54% (annualized) rate for six months in addition to whatever the future holds. Not too shabby.
One can argue about the defects of the Urban CPI but it's what is used for all important measures such as resets of Social Security payments.
Bzzzt. Try again. CPI-W is used for the all important measure of SS COLA.
For I Bonds bought by October 31, the one year yield will likely be 4.8%. You can buy $10,000 electronically at TreasuryDirect and another $5000 with your tax refund.
Yes, but a couple can't buy $10K with their refund if they file jointly. The purchase amount is limited to $5K/savings bond type/filing. So a couple filing jointly could purchase just $5K, though they could purchase $5K each if they filed separate returns.
https://www.nytimes.com/2021/07/09/your-money/us-savings-bond-inflation.html
I Bonds give you the opportunity to avoid this [tax on phantom income] problem by electing to defer taxes until maturity.
Meaning that you have the option to pay tax annually, e.g. if the savings bond is in the name of a low income tax payer.
Not mentioned is the opportunity for a deceased savings bond owner to pay tax on accumulated interest to date of death. This can be advantageous if the deceased is in a low tax bracket (likely if retired), or in the alternative, if the deceased is subject to estate taxes at state or federal level. If the deceased elects to pay the deferred taxes after death, that reduces the size of the taxable estate. And similar to inheriting a Roth, the beneficiary inherits savings bonds with no built in tax liability. Though liability attaches going forward, as the savings bond continues to accrue interest.

Mona ,would RSP etf meet your needs?

RSP seems to be an equal weighted 500 Index product and is available at Schwab. For no good reason I gravitate to OEFs but if one is not available, an ETF will work. Thank you.

Good thread @bee. The Sept 17 episode is quite thought provoking and actionable.

I am aware of Schwab's Fundamental Index Funds. Do they have an equal weighted 500 Index mutual fund?

Fortunately the political threads and extraneous political comments were made by only a handful of members-5 to 7 at the most. Hopefully the 2022 midterms will generate few political comments on this website !

“A WSJ investigation found that Facebook knows its platforms cause users harm. Anyone who thought Facebook just ‘woke up like this’ need only read The Wall Street Journal’s Facebook Files series this week to understand that things aren’t so flattering right now beneath the surface. But even the harsh light of critical media reports hasn’t been enough to scare away investors.
“The Journal’s investigation found that the social-media giant knows its platforms—which are now used by nearly half the world’s population—cause users harm, often in ways only the company fully understands. Some of the evidence was particularly troubling: Facebook’s internal research showed that, among teens who reported suicidal thoughts, 13% of British users and 6% of American users traced the desire to kill themselves to Instagram … Yet investors seemed to largely gloss over the disturbing revelations: As of Thursday’s market close, Facebook’s stock had lost less than 1.5% of its value this week. Say what you want about Facebook’s platforms, but it is hard to quit them.”
- By Nina Riggio / Bloomberg News (reprinted in The WSJ - 9/18/21)
I’ve excerpted roughly the first 2 paragraphs of a substantially longer article. Here’s a LINK. You’ll probably need a subscription to access full article.

Sept 17th episode:

Back in 2002-03, there was a lot of discussion in the media about impending hyper inflation after we entered Iraq and Afghan wars. From that time through 2020, IBonds (or inflation) disappointed. Federal Reserve repeatedly said for the past year that in its estimate the current uptick in inflation is going to be transitory. I do not know the future but neither do I have a reason to think Fed is not being sincere in its estimate of future inflation. See also https://fred.stlouisfed.org/series/T5YIFR for what future inflation the market is currently pricing.
P.S.: I can not read the SA article.

Here is a good article on the same subject. Michael Townsend and Hayden Adams from Charles Schwab added some more insights in addition to the article that I wrote.
https://www.advisorperspectives.com/commentaries/2021/09/17/will-taxes-rise-for-the-wealthy?bt_ee=4x8wjeX+kGOhkoGE1S0sjUba+8wbTsI5JxTDWxF9OJO8qbeaIjBj/XBqmQUPYJA0&bt_ts=1631909058933

Look like it was invested in TRP money market. Considering losing 2% annually to inflation is a small price to pay. When the opportunity presented itself as March 2020 where S&P 500 index went down 30% within 2 weeks, the 10% cash will allow one buy stocks with 30% discount. The Fed came in to rescue the market and it fully recovered by September. By year end, S&P500 gained over 18% for the year. PRWCX managed to gain 18.2% in 2020 while holding 10% cash.

@Sven - this article too from Jim Sloan @SeekingAlpha.
I-Bonds Have it All