Value Investment Professionals LLC Makes New Investment in Schwab U.S. REIT ETF $SCHH

Value Investment Professionals LLC bought a new position in Schwab U.S. REIT ETF (NYSEARCA:SCHH) in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 66,112 shares of the company’s stock, valued at approximately $1,421,000. Schwab U.S. REIT ETF makes up about 0.7% of Value Investment Professionals LLC’s portfolio, making the stock its 27th largest holding.

A number of other hedge funds and other institutional investors have also modified their holdings of SCHH. Portland Financial Advisors Inc boosted its holdings in Schwab U.S. REIT ETF by 6.7% in the first quarter. Portland Financial Advisors Inc now owns 22,413 shares of the company’s stock worth $482,000 after purchasing an additional 1,413 shares in the last quarter. Lodestar Private Asset Management LLC raised its holdings in Schwab U.S. REIT ETF by 9.9% during the first quarter. Lodestar Private Asset Management LLC now owns 27,589 shares of the company’s stock valued at $593,000 after buying an additional 2,474 shares in the last quarter. Stevens Capital Partners bought a new position in Schwab U.S. REIT ETF during the first quarter valued at about $217,000. Alaska Wealth Advisors LLC raised its holdings in Schwab U.S. REIT ETF by 7.3% during the first quarter. Alaska Wealth Advisors LLC now owns 101,126 shares of the company’s stock valued at $2,173,000 after buying an additional 6,920 shares in the last quarter. Finally, Bestgate Wealth Advisors LLC lifted its position in shares of Schwab U.S. REIT ETF by 18.4% in the first quarter. Bestgate Wealth Advisors LLC now owns 53,741 shares of the company’s stock worth $1,155,000 after buying an additional 8,344 shares during the last quarter.

Schwab U.S. REIT ETF Stock Performance

SCHH opened at $24.07 on Friday. The company has a market cap of $11.31 billion, a PE ratio of 34.50 and a beta of 0.94. The stock has a 50-day moving average of $23.57 and a 200-day moving average of $22.48. Schwab U.S. REIT ETF has a 52-week low of $20.63 and a 52-week high of $24.28.

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.