Schwab U.S. REIT ETF (NYSEARCA:SCHH) Shares Bought by JFG Wealth Management LLC

JFG Wealth Management LLC lifted its position in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 10.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 39,217 shares of the company’s stock after buying an additional 3,738 shares during the period. JFG Wealth Management LLC’s holdings in Schwab U.S. REIT ETF were worth $826,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in SCHH. Johnson Financial Group LLC grew its position in Schwab U.S. REIT ETF by 32.3% during the fourth quarter. Johnson Financial Group LLC now owns 105,772 shares of the company’s stock valued at $2,228,000 after acquiring an additional 25,822 shares during the period. Bank of New York Mellon Corp lifted its stake in shares of Schwab U.S. REIT ETF by 71.6% in the 4th quarter. Bank of New York Mellon Corp now owns 33,352 shares of the company’s stock valued at $702,000 after purchasing an additional 13,921 shares in the last quarter. Portland Financial Advisors Inc purchased a new stake in shares of Schwab U.S. REIT ETF during the 4th quarter worth about $418,000. IFP Advisors Inc increased its position in Schwab U.S. REIT ETF by 22.1% during the 4th quarter. IFP Advisors Inc now owns 28,096 shares of the company’s stock worth $592,000 after purchasing an additional 5,090 shares in the last quarter. Finally, WealthShield Partners LLC increased its position in Schwab U.S. REIT ETF by 5.1% during the 4th quarter. WealthShield Partners LLC now owns 31,412 shares of the company’s stock worth $662,000 after purchasing an additional 1,525 shares in the last quarter.

Schwab U.S. REIT ETF Stock Up 1.3 %

Shares of SCHH stock opened at $21.93 on Wednesday. Schwab U.S. REIT ETF has a fifty-two week low of $18.45 and a fifty-two week high of $23.66. The firm’s 50 day moving average price is $21.17 and its two-hundred day moving average price is $22.11. The stock has a market cap of $6.96 billion, a price-to-earnings ratio of 26.49 and a beta of 0.97.

About Schwab U.S. REIT ETF

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.