149,554 Shares in Schwab U.S. REIT ETF $SCHH Purchased by Perigon Wealth Management LLC

Perigon Wealth Management LLC purchased a new stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 149,554 shares of the company’s stock, valued at approximately $13,799,000.

Other institutional investors also recently made changes to their positions in the company. Horizon Investments LLC acquired a new position in shares of Schwab U.S. REIT ETF in the fourth quarter valued at approximately $25,000. Palisade Asset Management LLC bought a new stake in Schwab U.S. REIT ETF in the 3rd quarter valued at $25,000. Gilpin Wealth Management LLC acquired a new position in Schwab U.S. REIT ETF in the 4th quarter valued at $25,000. NewEdge Advisors LLC lifted its holdings in shares of Schwab U.S. REIT ETF by 313.8% during the first quarter. NewEdge Advisors LLC now owns 1,324 shares of the company’s stock worth $28,000 after buying an additional 1,004 shares in the last quarter. Finally, Asset Dedication LLC boosted its position in shares of Schwab U.S. REIT ETF by 47.0% in the first quarter. Asset Dedication LLC now owns 1,771 shares of the company’s stock valued at $38,000 after acquiring an additional 566 shares during the period.

Schwab U.S. REIT ETF Stock Performance

SCHH stock opened at $23.93 on Tuesday. The company has a market capitalization of $11.32 billion, a PE ratio of 34.50 and a beta of 0.94. The company’s 50-day simple moving average is $24.08 and its 200 day simple moving average is $23.16. Schwab U.S. REIT ETF has a 52 week low of $20.63 and a 52 week high of $25.03.

Schwab U.S. REIT ETF 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.