Schwab U.S. REIT ETF (NYSEARCA:SCHH) Shares Acquired by Upper Left Wealth Management LLC

Upper Left Wealth Management LLC boosted its stake in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 10.4% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 225,085 shares of the company’s stock after purchasing an additional 21,173 shares during the quarter. Schwab U.S. REIT ETF makes up approximately 3.5% of Upper Left Wealth Management LLC’s holdings, making the stock its 8th largest position. Upper Left Wealth Management LLC owned approximately 0.06% of Schwab U.S. REIT ETF worth $4,842,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Brooklyn FI LLC lifted its holdings in Schwab U.S. REIT ETF by 6,300.2% in the fourth quarter. Brooklyn FI LLC now owns 7,689,304 shares of the company’s stock worth $171,853,000 after purchasing an additional 7,569,163 shares during the period. Financial Engines Advisors L.L.C. lifted its stake in shares of Schwab U.S. REIT ETF by 1.7% in the 4th quarter. Financial Engines Advisors L.L.C. now owns 53,827,142 shares of the company’s stock worth $1,133,600,000 after acquiring an additional 909,210 shares during the period. US Bancorp DE lifted its position in Schwab U.S. REIT ETF by 3.1% in the fourth quarter. US Bancorp DE now owns 28,445,009 shares of the company’s stock worth $599,055,000 after purchasing an additional 850,612 shares during the period. BNP Paribas Financial Markets lifted its position in Schwab U.S. REIT ETF by 76.2% in the fourth quarter. BNP Paribas Financial Markets now owns 1,889,167 shares of the company’s stock worth $39,786,000 after purchasing an additional 817,240 shares during the period. Finally, FMR LLC lifted its holdings in shares of Schwab U.S. REIT ETF by 3.3% in the fourth quarter. FMR LLC now owns 25,459,549 shares of the company’s stock valued at $536,178,000 after buying an additional 813,660 shares during the period.

Schwab U.S. REIT ETF Stock Up 0.5%

Shares of Schwab U.S. REIT ETF stock opened at $21.33 on Friday. The firm has a market cap of $7.96 billion, a price-to-earnings ratio of 32.20 and a beta of 0.99. The business has a fifty day simple moving average of $20.76 and a 200-day simple moving average of $21.28. Schwab U.S. REIT ETF has a fifty-two week low of $18.25 and a fifty-two week high of $23.66.

Schwab U.S. REIT ETF Company Profile

The Schwab U.S. REIT ETF (SCHH) is an exchange-traded fund that is based on the Dow Jones Equity All REIT Capped index, a market-cap-weighted index of US real estate investment trusts, excluding mortgage REITs and hybrid REITs. SCHH was launched on Jan 13, 2011 and is managed by Charles Schwab.