Schwab U.S. REIT ETF (NYSEARCA:SCHH) Shares Acquired by Wrenne Financial Planning LLC

Wrenne Financial Planning LLC lifted its stake in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHHFree Report) by 18.0% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 49,063 shares of the company’s stock after purchasing an additional 7,475 shares during the quarter. Schwab U.S. REIT ETF accounts for approximately 0.6% of Wrenne Financial Planning LLC’s investment portfolio, making the stock its 20th biggest holding. Wrenne Financial Planning LLC’s holdings in Schwab U.S. REIT ETF were worth $1,033,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the business. Human Investing LLC raised its holdings in shares of Schwab U.S. REIT ETF by 2.1% during the fourth quarter. Human Investing LLC now owns 23,894 shares of the company’s stock worth $503,000 after purchasing an additional 487 shares during the last quarter. B. Riley Wealth Advisors Inc. raised its holdings in shares of Schwab U.S. REIT ETF by 3.4% during 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 last quarter. Perissos Private Wealth Management LLC raised its holdings in shares of Schwab U.S. REIT ETF by 3.4% during the fourth 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. raised its holdings in shares of Schwab U.S. REIT ETF by 0.8% during the fourth quarter. Braun Bostich & Associates Inc. now owns 73,288 shares of the company’s stock worth $1,543,000 after purchasing an additional 598 shares during the last quarter. Finally, Lodestar Private Asset Management LLC raised its holdings in shares of Schwab U.S. REIT ETF by 2.9% during the fourth quarter. Lodestar Private Asset Management LLC now owns 23,718 shares of the company’s stock worth $499,000 after purchasing an additional 664 shares during the last quarter.

Schwab U.S. REIT ETF Price Performance

Shares of Schwab U.S. REIT ETF stock opened at $21.28 on Monday. The firm has a fifty day moving average price of $21.36 and a 200 day moving average price of $22.08. Schwab U.S. REIT ETF has a 1 year low of $18.45 and a 1 year high of $23.66. The stock has a market cap of $7.46 billion, a PE ratio of 32.19 and a beta of 1.06.

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.

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

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