Cape Investment Advisory Inc. Buys 4,206 Shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Cape Investment Advisory Inc. raised its stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 25.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 20,593 shares of the company’s stock after purchasing an additional 4,206 shares during the quarter. Cape Investment Advisory Inc.’s holdings in Schwab U.S. REIT ETF were worth $434,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently bought and sold shares of SCHH. Blue Trust Inc. bought a new position in shares of Schwab U.S. REIT ETF in the third quarter valued at $39,000. Creative Financial Designs Inc. ADV grew its position in shares of Schwab U.S. REIT ETF by 4.3% in the 3rd quarter. Creative Financial Designs Inc. ADV now owns 14,602 shares of the company’s stock valued at $338,000 after acquiring an additional 602 shares during the period. Farther Finance Advisors LLC grew its position in shares of Schwab U.S. REIT ETF by 3,374.4% in the 3rd quarter. Farther Finance Advisors LLC now owns 141,582 shares of the company’s stock valued at $3,280,000 after acquiring an additional 137,507 shares during the period. Carmichael Hill & Associates Inc. grew its position in shares of Schwab U.S. REIT ETF by 61.1% in the 3rd quarter. Carmichael Hill & Associates Inc. now owns 2,731 shares of the company’s stock valued at $63,000 after acquiring an additional 1,036 shares during the period. Finally, Glassy Mountain Advisors Inc. grew its position in shares of Schwab U.S. REIT ETF by 4.5% in the 3rd quarter. Glassy Mountain Advisors Inc. now owns 104,290 shares of the company’s stock valued at $2,416,000 after acquiring an additional 4,489 shares during the period.

Schwab U.S. REIT ETF Stock Performance

Schwab U.S. REIT ETF stock opened at $22.08 on Friday. Schwab U.S. REIT ETF has a 52 week low of $18.45 and a 52 week high of $23.66. The stock has a market capitalization of $7.70 billion, a P/E ratio of 33.75 and a beta of 1.06. The stock has a 50-day simple moving average of $21.24 and a 200 day simple moving average of $22.11.

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.