EP Wealth Advisors LLC Takes Position in Schwab U.S. REIT ETF $SCHH

EP Wealth Advisors LLC acquired a new position in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor acquired 483,058 shares of the company’s stock, valued at approximately $44,572,000.

Several other hedge funds have also modified their holdings of the stock. Mowery & Schoenfeld Wealth Management LLC purchased a new stake in Schwab U.S. REIT ETF in the second quarter valued at approximately $41,000. AWM Capital LLC increased its position in Schwab U.S. REIT ETF by 0.5% during the fourth quarter. AWM Capital LLC now owns 96,432 shares of the company’s stock worth $2,014,000 after purchasing an additional 460 shares during the last quarter. Swmg LLC raised its stake in Schwab U.S. REIT ETF by 4.8% during the fourth quarter. Swmg LLC now owns 10,212 shares of the company’s stock worth $224,000 after purchasing an additional 471 shares during the period. WealthShield Partners LLC raised its stake in Schwab U.S. REIT ETF by 1.6% during the first quarter. WealthShield Partners LLC now owns 35,437 shares of the company’s stock worth $762,000 after purchasing an additional 541 shares during the period. Finally, Koshinski Asset Management Inc. boosted its holdings in shares of Schwab U.S. REIT ETF by 3.7% in the 4th quarter. Koshinski Asset Management Inc. now owns 15,490 shares of the company’s stock valued at $324,000 after purchasing an additional 559 shares during the last quarter.

Schwab U.S. REIT ETF Stock Down 0.1%

Shares of SCHH opened at $24.04 on Friday. Schwab U.S. REIT ETF has a fifty-two week low of $20.63 and a fifty-two week high of $25.03. The company’s fifty day moving average is $24.08 and its two-hundred day moving average is $23.22. The firm has a market cap of $11.37 billion, a PE ratio of 34.50 and a beta of 0.94.

About Schwab U.S. REIT ETF

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.