Valued Wealth Advisors LLC Has $441,000 Position in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Valued Wealth Advisors LLC increased its holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 8.0% in the 4th quarter, HoldingsChannel.com reports. The firm owned 20,921 shares of the company’s stock after buying an additional 1,541 shares during the quarter. Schwab U.S. REIT ETF comprises approximately 0.3% of Valued Wealth Advisors LLC’s portfolio, making the stock its 24th largest holding. Valued Wealth Advisors LLC’s holdings in Schwab U.S. REIT ETF were worth $441,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Kingswood Wealth Advisors LLC raised its holdings in shares of Schwab U.S. REIT ETF by 25.2% in the 4th quarter. Kingswood Wealth Advisors LLC now owns 52,400 shares of the company’s stock worth $1,104,000 after buying an additional 10,549 shares in the last quarter. Cypress Point Wealth Management LLC grew its position in Schwab U.S. REIT ETF by 16.0% in the fourth quarter. Cypress Point Wealth Management LLC now owns 157,276 shares of the company’s stock valued at $3,312,000 after acquiring an additional 21,721 shares during the period. Fifth Third Bancorp raised its stake in Schwab U.S. REIT ETF by 21.5% during the fourth quarter. Fifth Third Bancorp now owns 8,967 shares of the company’s stock worth $189,000 after acquiring an additional 1,589 shares in the last quarter. Sound Income Strategies LLC lifted its holdings in shares of Schwab U.S. REIT ETF by 266.9% during the fourth quarter. Sound Income Strategies LLC now owns 2,785 shares of the company’s stock valued at $59,000 after acquiring an additional 2,026 shares during the period. Finally, Brighton Jones LLC acquired a new stake in shares of Schwab U.S. REIT ETF in the 4th quarter valued at $208,000.

Schwab U.S. REIT ETF Stock Performance

SCHH opened at $21.33 on Monday. The firm has a market cap of $6.77 billion, a price-to-earnings ratio of 26.49 and a beta of 0.97. The firm’s 50-day simple moving average is $21.64 and its 200-day simple moving average is $22.08. Schwab U.S. REIT ETF has a twelve month low of $18.45 and a twelve month high of $23.66.

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.