Hillcrest Wealth Advisors NY LLC Makes New $268,000 Investment in Schwab U.S. REIT ETF $SCHH

Hillcrest Wealth Advisors NY LLC acquired a new position in Schwab U.S. REIT ETF (NYSEARCA:SCHH) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 12,675 shares of the company’s stock, valued at approximately $268,000.

A number of other institutional investors have also added to or reduced their stakes in SCHH. Brighton Jones LLC bought a new stake in Schwab U.S. REIT ETF in the 4th quarter worth about $208,000. RFG Advisory LLC bought a new stake in Schwab U.S. REIT ETF in the 1st quarter worth about $260,000. Independence Bank of Kentucky grew its position in Schwab U.S. REIT ETF by 2,478.9% in the 1st quarter. Independence Bank of Kentucky now owns 2,321 shares of the company’s stock worth $50,000 after purchasing an additional 2,231 shares in the last quarter. Upper Left Wealth Management LLC boosted its stake in Schwab U.S. REIT ETF by 10.4% in the first quarter. Upper Left Wealth Management LLC now owns 225,085 shares of the company’s stock valued at $4,842,000 after acquiring an additional 21,173 shares during the last quarter. Finally, Braun Bostich & Associates Inc. boosted its stake in Schwab U.S. REIT ETF by 1.6% in the first quarter. Braun Bostich & Associates Inc. now owns 74,437 shares of the company’s stock valued at $1,601,000 after acquiring an additional 1,149 shares during the last quarter.

Schwab U.S. REIT ETF Stock Up 0.4%

SCHH opened at $21.55 on Monday. The stock has a market cap of $8.39 billion, a price-to-earnings ratio of 34.50 and a beta of 0.92. Schwab U.S. REIT ETF has a twelve month low of $18.25 and a twelve month high of $23.42. The company’s 50-day moving average price is $21.33 and its two-hundred day moving average price is $21.14.

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.