Independent Solutions Wealth Management LLC Has $1.52 Million Position in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Independent Solutions Wealth Management LLC lessened its stake in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHHFree Report) by 11.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 72,259 shares of the company’s stock after selling 9,799 shares during the period. Independent Solutions Wealth Management LLC’s holdings in Schwab U.S. REIT ETF were worth $1,522,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the company. Human Investing LLC grew its stake in Schwab U.S. REIT ETF by 2.1% in the 4th quarter. Human Investing LLC now owns 23,894 shares of the company’s stock valued at $503,000 after buying an additional 487 shares during the last quarter. B. Riley Wealth Advisors Inc. increased 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 purchasing an additional 530 shares during the period. Perissos Private Wealth Management LLC lifted its position in shares of Schwab U.S. REIT ETF by 3.4% during the 4th quarter. Perissos Private Wealth Management LLC now owns 17,023 shares of the company’s stock worth $359,000 after purchasing an additional 553 shares during the last quarter. Braun Bostich & Associates Inc. boosted its stake in Schwab U.S. REIT ETF by 0.8% during the 4th quarter. Braun Bostich & Associates Inc. now owns 73,288 shares of the company’s stock valued at $1,543,000 after purchasing an additional 598 shares during the period. Finally, Lodestar Private Asset Management LLC grew its holdings in Schwab U.S. REIT ETF by 2.9% in the 4th quarter. Lodestar Private Asset Management LLC now owns 23,718 shares of the company’s stock valued at $499,000 after buying an additional 664 shares during the last quarter.

Schwab U.S. REIT ETF Stock Down 0.2 %

Shares of NYSEARCA SCHH opened at $21.50 on Friday. Schwab U.S. REIT ETF has a 12 month low of $18.45 and a 12 month high of $23.66. The company has a market cap of $7.54 billion, a P/E ratio of 32.19 and a beta of 1.06. The business’s 50 day moving average is $21.43 and its two-hundred day moving average is $22.06.

Schwab U.S. REIT ETF Profile

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for Schwab U.S. REIT ETF (NYSEARCA:SCHH)

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