Rooted Wealth Advisors Inc. Acquires 5,560 Shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Rooted Wealth Advisors Inc. grew its stake in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 3.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 168,478 shares of the company’s stock after acquiring an additional 5,560 shares during the period. Schwab U.S. REIT ETF accounts for approximately 1.4% of Rooted Wealth Advisors Inc.’s portfolio, making the stock its 17th largest holding. Rooted Wealth Advisors Inc. owned 0.05% of Schwab U.S. REIT ETF worth $3,477,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. CENTRAL TRUST Co purchased a new stake in Schwab U.S. REIT ETF during the 4th quarter worth about $30,000. Asset Dedication LLC increased its position in shares of Schwab U.S. REIT ETF by 36.9% during the third quarter. Asset Dedication LLC now owns 1,650 shares of the company’s stock valued at $38,000 after buying an additional 445 shares during the period. Blue Trust Inc. purchased a new stake in shares of Schwab U.S. REIT ETF in the third quarter worth about $39,000. GSB Wealth Management LLC bought a new position in shares of Schwab U.S. REIT ETF in the third quarter valued at approximately $42,000. Finally, AlphaCore Capital LLC grew its stake in 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 valued at $58,000 after acquiring an additional 1,912 shares in the last quarter.

Schwab U.S. REIT ETF Trading Up 0.9 %

Schwab U.S. REIT ETF stock opened at $21.63 on Friday. The firm’s 50 day simple moving average is $21.27 and its 200 day simple moving average is $22.10. Schwab U.S. REIT ETF has a 1-year low of $18.45 and a 1-year high of $23.66. The firm has a market capitalization of $6.86 billion, a PE ratio of 26.49 and a beta of 0.97.

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.