Schwab U.S. REIT ETF $SCHH Shares Sold by Perigon Wealth Management LLC

Perigon Wealth Management LLC decreased its position in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 0.8% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 140,348 shares of the company’s stock after selling 1,144 shares during the period. Perigon Wealth Management LLC’s holdings in Schwab U.S. REIT ETF were worth $2,970,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in SCHH. Financial Engines Advisors L.L.C. grew its stake in Schwab U.S. REIT ETF by 0.6% during the first quarter. Financial Engines Advisors L.L.C. now owns 54,164,614 shares of the company’s stock worth $1,165,081,000 after buying an additional 337,472 shares during the last quarter. US Bancorp DE increased its stake in shares of Schwab U.S. REIT ETF by 4.8% in the first quarter. US Bancorp DE now owns 29,816,470 shares of the company’s stock valued at $641,357,000 after buying an additional 1,371,461 shares during the period. Envestnet Portfolio Solutions Inc. grew its holdings in Schwab U.S. REIT ETF by 3.4% during the 1st quarter. Envestnet Portfolio Solutions Inc. now owns 7,480,975 shares of the company’s stock worth $160,916,000 after acquiring an additional 246,540 shares during the period. Rational Advisors Inc. boosted its stake in Schwab U.S. REIT ETF by 7.4% during the 1st quarter. Rational Advisors Inc. now owns 1,772,703 shares of the company’s stock valued at $38,131,000 after purchasing an additional 122,079 shares during the last quarter. Finally, Benjamin Edwards Inc. raised its stake in shares of Schwab U.S. REIT ETF by 69.3% in the first quarter. Benjamin Edwards Inc. now owns 1,503,329 shares of the company’s stock valued at $32,337,000 after buying an additional 615,288 shares during the period.

Schwab U.S. REIT ETF Stock Up 1.0%

SCHH opened at $21.40 on Friday. The stock has a market cap of $8.19 billion, a PE ratio of 34.50 and a beta of 0.92. The business’s fifty day simple moving average is $21.34 and its 200 day simple moving average is $21.14. Schwab U.S. REIT ETF has a 52 week low of $18.25 and a 52 week high of $23.42.

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.