Vestwell Advisors LLC Acquires Shares of 183,611 Schwab U.S. REIT ETF $SCHH

Vestwell Advisors LLC purchased a new position in Schwab U.S. REIT ETF (NYSEARCA:SCHH) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 183,611 shares of the company’s stock, valued at approximately $3,885,000. Schwab U.S. REIT ETF accounts for about 1.6% of Vestwell Advisors LLC’s portfolio, making the stock its 12th biggest position.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in SCHH. Ancora Advisors LLC lifted its holdings in shares of Schwab U.S. REIT ETF by 16.5% during the first quarter. Ancora Advisors LLC now owns 3,456 shares of the company’s stock valued at $74,000 after purchasing an additional 490 shares during the last quarter. Harbour Investments Inc. grew its stake in shares of Schwab U.S. REIT ETF by 27.0% in the second quarter. Harbour Investments Inc. now owns 2,642 shares of the company’s stock worth $56,000 after acquiring an additional 562 shares during the period. Heritage Financial Services LLC increased its position in Schwab U.S. REIT ETF by 3.1% during the first quarter. Heritage Financial Services LLC now owns 19,422 shares of the company’s stock valued at $418,000 after acquiring an additional 589 shares during the last quarter. NorthRock Partners LLC boosted its holdings in shares of Schwab U.S. REIT ETF by 10.2% in the second quarter. NorthRock Partners LLC now owns 6,535 shares of the company’s stock worth $138,000 after buying an additional 604 shares during the last quarter. Finally, Interactive Financial Advisors Inc. raised its stake in shares of Schwab U.S. REIT ETF by 2.1% in the second quarter. Interactive Financial Advisors Inc. now owns 31,230 shares of the company’s stock worth $661,000 after buying an additional 632 shares during the period.

Schwab U.S. REIT ETF Stock Performance

SCHH stock opened at $20.89 on Monday. The firm has a market cap of $8.14 billion, a PE ratio of 34.50 and a beta of 0.99. Schwab U.S. REIT ETF has a fifty-two week low of $18.25 and a fifty-two week high of $22.41. The firm has a fifty day moving average price of $21.27 and a 200 day moving average price of $21.31.

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.