Schwab U.S. REIT ETF (NYSEARCA:SCHH) is Upper Left Wealth Management LLC’s 9th Largest Position

Upper Left Wealth Management LLC boosted its holdings in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 0.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 203,912 shares of the company’s stock after acquiring an additional 1,261 shares during the period. Schwab U.S. REIT ETF accounts for approximately 3.7% of Upper Left Wealth Management LLC’s investment portfolio, making the stock its 9th biggest position. Upper Left Wealth Management LLC owned about 0.06% of Schwab U.S. REIT ETF worth $4,294,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in SCHH. Asset Dedication LLC grew its position in Schwab U.S. REIT ETF by 36.9% in the third quarter. Asset Dedication LLC now owns 1,650 shares of the company’s stock worth $38,000 after acquiring an additional 445 shares during the period. Blue Trust Inc. purchased a new position in Schwab U.S. REIT ETF during the third quarter worth about $39,000. GSB Wealth Management LLC purchased a new position in shares of Schwab U.S. REIT ETF during the 3rd quarter worth approximately $42,000. West Oak Capital LLC boosted its position in shares of Schwab U.S. REIT ETF by 794.9% during the fourth quarter. West Oak Capital LLC now owns 23,590 shares of the company’s stock worth $47,000 after buying an additional 20,954 shares during the period. Finally, AlphaCore Capital LLC boosted its position in shares of Schwab U.S. REIT ETF by 329.7% during the third quarter. AlphaCore Capital LLC now owns 2,492 shares of the company’s stock worth $58,000 after buying an additional 1,912 shares during the period.

Schwab U.S. REIT ETF Trading Up 1.2 %

NYSEARCA:SCHH opened at $21.28 on Friday. The firm has a market cap of $6.75 billion, a PE ratio of 26.49 and a beta of 0.97. The stock has a fifty day moving average price of $21.57 and a 200 day moving average price of $22.08. Schwab U.S. REIT ETF has a 12-month low of $18.45 and a 12-month high of $23.66.

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.