Flatrock Wealth Partners LLC bought a new position in Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 148,526 shares of the company’s stock, valued at approximately $3,192,000. Schwab U.S. REIT ETF comprises about 1.4% of Flatrock Wealth Partners LLC’s investment portfolio, making the stock its 17th biggest holding.
Several other institutional investors have also recently added to or reduced their stakes in the company. Downshift Financial LLC boosted its position in Schwab U.S. REIT ETF by 14.6% in the first quarter. Downshift Financial LLC now owns 12,701 shares of the company’s stock valued at $293,000 after buying an additional 1,615 shares in the last quarter. Appleton Partners Inc. MA increased its holdings in shares of Schwab U.S. REIT ETF by 2.5% during the first quarter. Appleton Partners Inc. MA now owns 229,197 shares of the company’s stock worth $4,925,000 after buying an additional 5,572 shares in the last quarter. Ascentis Independent Advisors acquired a new stake in shares of Schwab U.S. REIT ETF during the first quarter worth approximately $74,000. Wealth Management Resources Inc. raised its stake in shares of Schwab U.S. REIT ETF by 1.1% in the first quarter. Wealth Management Resources Inc. now owns 406,889 shares of the company’s stock valued at $8,744,000 after acquiring an additional 4,295 shares during the last quarter. Finally, Value Investment Professionals LLC acquired a new position in shares of Schwab U.S. REIT ETF in the 1st quarter worth approximately $1,421,000.
Schwab U.S. REIT ETF Price Performance
NYSEARCA SCHH opened at $24.15 on Wednesday. The firm has a market cap of $11.35 billion, a PE ratio of 34.50 and a beta of 0.94. Schwab U.S. REIT ETF has a one year low of $20.63 and a one year high of $24.32. The stock’s 50 day simple moving average is $23.61 and its 200 day simple moving average is $22.53.
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.
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