Tempus Wealth Planning LLC Increases Holdings in Schwab U.S. REIT ETF $SCHH

Tempus Wealth Planning LLC increased its stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 7.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 64,742 shares of the company’s stock after acquiring an additional 4,358 shares during the period. Tempus Wealth Planning LLC’s holdings in Schwab U.S. REIT ETF were worth $1,370,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Webster Bank N. A. purchased a new position in shares of Schwab U.S. REIT ETF in the 2nd quarter worth approximately $26,000. NewEdge Advisors LLC boosted its stake in shares of Schwab U.S. REIT ETF by 313.8% during the 1st quarter. NewEdge Advisors LLC now owns 1,324 shares of the company’s stock worth $28,000 after purchasing an additional 1,004 shares during the period. Howe & Rusling Inc. grew its stake in shares of Schwab U.S. REIT ETF by 196.8% during the first quarter. Howe & Rusling Inc. now owns 1,594 shares of the company’s stock valued at $34,000 after buying an additional 1,057 shares during the last quarter. Abound Wealth Management lifted its position in shares of Schwab U.S. REIT ETF by 569.7% during the second quarter. Abound Wealth Management now owns 1,942 shares of the company’s stock worth $41,000 after purchasing an additional 1,652 shares during the last quarter. Finally, GSB Wealth Management LLC purchased a new stake in Schwab U.S. REIT ETF in the 1st quarter valued at about $42,000.

Schwab U.S. REIT ETF Trading Up 1.0%

SCHH opened at $21.40 on Friday. The business’s fifty day simple moving average is $21.34 and its 200-day simple moving average is $21.13. The company has a market capitalization of $8.19 billion, a price-to-earnings ratio of 34.50 and a beta of 0.92. Schwab U.S. REIT ETF has a 12-month low of $18.25 and a 12-month high of $23.42.

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.