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

Upper Left Wealth Management LLC increased its position in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 10.4% in the 1st quarter, HoldingsChannel.com reports. 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 comprises approximately 3.5% of Upper Left Wealth Management LLC’s portfolio, making the stock its 8th biggest holding. Upper Left Wealth Management LLC’s holdings in Schwab U.S. REIT ETF were worth $4,842,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the company. Human Investing LLC raised its stake in Schwab U.S. REIT ETF by 2.1% in the fourth quarter. Human Investing LLC now owns 23,894 shares of the company’s stock valued at $503,000 after purchasing an additional 487 shares in the last quarter. Perissos Private Wealth Management LLC raised its position in Schwab U.S. REIT ETF by 3.4% during the fourth quarter. Perissos Private Wealth Management LLC now owns 17,023 shares of the company’s stock valued at $359,000 after purchasing an additional 553 shares in the last quarter. MidWestOne Financial Group Inc. raised its position in Schwab U.S. REIT ETF by 4.4% during the fourth quarter. MidWestOne Financial Group Inc. now owns 13,452 shares of the company’s stock valued at $283,000 after purchasing an additional 562 shares in the last quarter. Capital Analysts LLC raised its holdings in shares of Schwab U.S. REIT ETF by 21.4% during the 4th quarter. Capital Analysts LLC now owns 3,660 shares of the company’s stock worth $77,000 after buying an additional 646 shares in the last quarter. Finally, Fairview Capital Investment Management LLC raised its holdings in shares of Schwab U.S. REIT ETF by 0.6% during the 4th quarter. Fairview Capital Investment Management LLC now owns 108,973 shares of the company’s stock worth $2,295,000 after buying an additional 648 shares in the last quarter.

Schwab U.S. REIT ETF Trading Up 0.5%

Shares of NYSEARCA SCHH opened at $21.33 on Friday. The stock has a 50-day moving average price of $20.76 and a two-hundred day moving average price of $21.28. The company has a market cap of $7.96 billion, a price-to-earnings ratio of 32.20 and a beta of 0.99. Schwab U.S. REIT ETF has a 12 month low of $18.25 and a 12 month 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.