Upper Left Wealth Management LLC Raises Stake in Schwab U.S. REIT ETF $SCHH

Upper Left Wealth Management LLC boosted its holdings in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 15.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 258,056 shares of the company’s stock after acquiring an additional 33,999 shares during the period. Schwab U.S. REIT ETF comprises about 3.3% of Upper Left Wealth Management LLC’s portfolio, making the stock its 9th largest position. Upper Left Wealth Management LLC owned approximately 0.06% of Schwab U.S. REIT ETF worth $5,391,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Independent Solutions Wealth Management LLC raised its holdings in shares of Schwab U.S. REIT ETF by 0.6% during the 3rd quarter. Independent Solutions Wealth Management LLC now owns 81,689 shares of the company’s stock worth $1,762,000 after acquiring an additional 501 shares during the period. Stableford Capital II LLC raised its holdings in shares of Schwab U.S. REIT ETF by 2.5% during the 3rd quarter. Stableford Capital II LLC now owns 21,943 shares of the company’s stock worth $473,000 after acquiring an additional 527 shares during the period. Cullen Frost Bankers Inc. raised its holdings in shares of Schwab U.S. REIT ETF by 73.5% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 1,270 shares of the company’s stock worth $27,000 after acquiring an additional 538 shares during the period. Patriot Investment Management Group Inc. raised its holdings in shares of Schwab U.S. REIT ETF by 0.7% during the 3rd quarter. Patriot Investment Management Group Inc. now owns 90,958 shares of the company’s stock worth $1,962,000 after acquiring an additional 590 shares during the period. Finally, Cresset Asset Management LLC raised its holdings in shares of Schwab U.S. REIT ETF by 0.7% during the 3rd quarter. Cresset Asset Management LLC now owns 89,694 shares of the company’s stock worth $1,935,000 after acquiring an additional 619 shares during the period.

Schwab U.S. REIT ETF Stock Up 1.7%

NYSEARCA SCHH opened at $22.34 on Thursday. Schwab U.S. REIT ETF has a 52 week low of $18.25 and a 52 week high of $23.21. The business’s fifty day simple moving average is $22.18 and its 200-day simple moving average is $21.57. The firm has a market cap of $9.53 billion, a PE ratio of 34.50 and a beta of 0.99.

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.