Perigon Wealth Management LLC grew its holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 14.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 139,873 shares of the company’s stock after purchasing an additional 18,177 shares during the quarter. Perigon Wealth Management LLC’s holdings in Schwab U.S. REIT ETF were worth $2,956,000 at the end of the most recent reporting period.
Several other large investors have also modified their holdings of the business. Asset Dedication LLC raised its stake in shares of Schwab U.S. REIT ETF by 36.9% during the 3rd quarter. Asset Dedication LLC now owns 1,650 shares of the company’s stock worth $38,000 after acquiring an additional 445 shares in the last quarter. Blue Trust Inc. bought a new position in shares of Schwab U.S. REIT ETF during the 3rd quarter worth approximately $39,000. GSB Wealth Management LLC bought a new position in shares of Schwab U.S. REIT ETF during the 3rd quarter worth approximately $42,000. AlphaCore Capital LLC raised its stake in shares of Schwab U.S. REIT ETF by 329.7% during the 3rd quarter. AlphaCore Capital LLC now owns 2,492 shares of the company’s stock worth $58,000 after acquiring an additional 1,912 shares in the last quarter. Finally, Carmichael Hill & Associates Inc. raised its stake in shares of Schwab U.S. REIT ETF by 61.1% during the 3rd quarter. Carmichael Hill & Associates Inc. now owns 2,731 shares of the company’s stock worth $63,000 after acquiring an additional 1,036 shares in the last quarter.
Schwab U.S. REIT ETF Stock Down 1.3 %
NYSEARCA SCHH opened at $21.03 on Thursday. Schwab U.S. REIT ETF has a 52 week low of $18.45 and a 52 week high of $23.66. The firm has a market cap of $6.67 billion, a PE ratio of 26.49 and a beta of 0.97. The company has a 50 day moving average price of $21.60 and a 200 day moving average price of $22.09.
Schwab U.S. REIT ETF Company 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.
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