Values Added Financial LLC Has $751,000 Stock Position in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Values Added Financial LLC decreased its stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 2.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 36,240 shares of the company’s stock after selling 866 shares during the period. Values Added Financial LLC’s holdings in Schwab U.S. REIT ETF were worth $751,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Charles Schwab Investment Advisory Inc. boosted its stake in Schwab U.S. REIT ETF by 103.5% during the first quarter. Charles Schwab Investment Advisory Inc. now owns 48,156,520 shares of the company’s stock worth $1,198,616,000 after buying an additional 24,488,897 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its stake in Schwab U.S. REIT ETF by 142.1% during the first quarter. Charles Schwab Investment Management Inc. now owns 18,278,255 shares of the company’s stock worth $454,946,000 after buying an additional 10,728,461 shares in the last quarter. Envestnet Portfolio Solutions Inc. acquired a new stake in Schwab U.S. REIT ETF during the third quarter worth $105,854,000. BlackRock Inc. boosted its stake in Schwab U.S. REIT ETF by 401,736.5% during the first quarter. BlackRock Inc. now owns 3,327,206 shares of the company’s stock worth $64,881,000 after buying an additional 3,326,378 shares in the last quarter. Finally, Financial Engines Advisors L.L.C. boosted its stake in Schwab U.S. REIT ETF by 4.2% during the third quarter. Financial Engines Advisors L.L.C. now owns 47,357,977 shares of the company’s stock worth $840,604,000 after buying an additional 1,921,502 shares in the last quarter.

Schwab U.S. REIT ETF Price Performance

SCHH opened at $20.30 on Friday. Schwab U.S. REIT ETF has a fifty-two week low of $16.63 and a fifty-two week high of $20.95. The firm’s fifty day moving average price is $19.95 and its two-hundred day moving average price is $19.24. The company has a market capitalization of $6.14 billion, a P/E ratio of 29.86 and a beta of 0.92.

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.