Sagace Wealth Management LLC acquired a new stake in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund acquired 110,289 shares of the company’s stock, valued at approximately $2,323,000. Schwab U.S. REIT ETF accounts for 1.7% of Sagace Wealth Management LLC’s portfolio, making the stock its 19th largest holding.
Several other large investors have also made changes to their positions in the business. Asset Dedication LLC lifted its position in Schwab U.S. REIT ETF by 36.9% during the third quarter. Asset Dedication LLC now owns 1,650 shares of the company’s stock valued at $38,000 after purchasing an additional 445 shares during the period. Evergreen Capital Management LLC lifted its holdings in shares of Schwab U.S. REIT ETF by 1.6% in the 2nd quarter. Evergreen Capital Management LLC now owns 29,934 shares of the company’s stock valued at $603,000 after buying an additional 467 shares during the period. B. Riley Wealth Advisors Inc. boosted its stake in shares of Schwab U.S. REIT ETF by 3.4% in the third quarter. B. Riley Wealth Advisors Inc. now owns 15,987 shares of the company’s stock worth $366,000 after buying an additional 530 shares during the last quarter. Creative Financial Designs Inc. ADV grew its holdings in Schwab U.S. REIT ETF by 4.3% during the third quarter. Creative Financial Designs Inc. ADV now owns 14,602 shares of the company’s stock worth $338,000 after acquiring an additional 602 shares during the period. Finally, Modera Wealth Management LLC raised its position in Schwab U.S. REIT ETF by 0.7% during the third quarter. Modera Wealth Management LLC now owns 89,719 shares of the company’s stock valued at $2,079,000 after acquiring an additional 634 shares in the last quarter.
Schwab U.S. REIT ETF Trading Up 0.0 %
Shares of NYSEARCA:SCHH opened at $20.69 on Thursday. The company has a market capitalization of $6.56 billion, a PE ratio of 26.49 and a beta of 0.97. Schwab U.S. REIT ETF has a 12-month low of $18.45 and a 12-month high of $23.66. The business has a 50 day moving average of $21.80 and a two-hundred day moving average of $22.00.
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.
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