Alaska Wealth Advisors Has $1.40 Million Stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Alaska Wealth Advisors grew its position in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 1.6% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 60,476 shares of the company’s stock after buying an additional 973 shares during the quarter. Schwab U.S. REIT ETF accounts for about 0.2% of Alaska Wealth Advisors’ portfolio, making the stock its 29th largest holding. Alaska Wealth Advisors’ holdings in Schwab U.S. REIT ETF were worth $1,401,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Charles Schwab Investment Advisory Inc. boosted its stake in Schwab U.S. REIT ETF by 2.8% in the first quarter. Charles Schwab Investment Advisory Inc. now owns 53,860,915 shares of the company’s stock valued at $1,093,377,000 after buying an additional 1,472,209 shares in the last quarter. US Bancorp DE boosted its stake in shares of Schwab U.S. REIT ETF by 1.2% in the 3rd quarter. US Bancorp DE now owns 27,594,397 shares of the company’s stock valued at $639,366,000 after purchasing an additional 319,666 shares in the last quarter. Envestnet Portfolio Solutions Inc. grew its holdings in shares of Schwab U.S. REIT ETF by 7.6% during the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 6,837,684 shares of the company’s stock valued at $136,549,000 after purchasing an additional 480,848 shares during the last quarter. Rational Advisors LLC increased its position in Schwab U.S. REIT ETF by 12.8% during the 3rd quarter. Rational Advisors LLC now owns 1,963,100 shares of the company’s stock worth $45,485,000 after purchasing an additional 222,456 shares in the last quarter. Finally, Hantz Financial Services Inc. acquired a new position in Schwab U.S. REIT ETF during the 2nd quarter worth approximately $23,895,000.

Schwab U.S. REIT ETF Price Performance

Shares of Schwab U.S. REIT ETF stock opened at $22.60 on Monday. The company’s 50 day moving average price is $22.84 and its two-hundred day moving average price is $21.26. The firm has a market capitalization of $7.17 billion, a P/E ratio of 26.49 and a beta of 0.97. Schwab U.S. REIT ETF has a fifty-two week low of $17.54 and a fifty-two week high of $23.66.

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.