Valued Wealth Advisors LLC Grows Holdings in Schwab U.S. REIT ETF $SCHH

Valued Wealth Advisors LLC boosted its position in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 30.8% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 27,149 shares of the company’s stock after acquiring an additional 6,389 shares during the quarter. Schwab U.S. REIT ETF makes up 0.3% of Valued Wealth Advisors LLC’s investment portfolio, making the stock its 27th biggest position. Valued Wealth Advisors LLC’s holdings in Schwab U.S. REIT ETF were worth $574,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the business. Brighton Jones LLC purchased a new stake in shares of Schwab U.S. REIT ETF during the fourth quarter worth about $208,000. Rational Advisors Inc. grew its stake in Schwab U.S. REIT ETF by 7.4% during the 1st quarter. Rational Advisors Inc. now owns 1,772,703 shares of the company’s stock valued at $38,131,000 after purchasing an additional 122,079 shares in the last quarter. Alaska Wealth Advisors grew its stake in Schwab U.S. REIT ETF by 4.5% during the 1st quarter. Alaska Wealth Advisors now owns 82,382 shares of the company’s stock valued at $1,772,000 after purchasing an additional 3,580 shares in the last quarter. CWM LLC increased its holdings in Schwab U.S. REIT ETF by 10.6% during the 1st quarter. CWM LLC now owns 12,851 shares of the company’s stock worth $276,000 after purchasing an additional 1,236 shares during the last quarter. Finally, Landmark Wealth Management LLC raised its position in shares of Schwab U.S. REIT ETF by 2.6% in the 1st quarter. Landmark Wealth Management LLC now owns 83,121 shares of the company’s stock valued at $1,788,000 after purchasing an additional 2,108 shares in the last quarter.

Schwab U.S. REIT ETF Trading Up 1.7%

Schwab U.S. REIT ETF stock opened at $21.38 on Friday. Schwab U.S. REIT ETF has a 52 week low of $18.25 and a 52 week high of $23.42. The stock has a market cap of $8.33 billion, a P/E ratio of 34.50 and a beta of 0.99. The stock has a 50 day moving average of $21.41 and a 200-day moving average of $21.27.

Schwab U.S. REIT ETF 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.