BlueSky Wealth Advisors LLC Acquires 64,891 Shares of Schwab U.S. REIT ETF $SCHH

BlueSky Wealth Advisors LLC raised its stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 7.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 990,848 shares of the company’s stock after acquiring an additional 64,891 shares during the quarter. Schwab U.S. REIT ETF comprises approximately 2.9% of BlueSky Wealth Advisors LLC’s investment portfolio, making the stock its 11th biggest holding. BlueSky Wealth Advisors LLC owned approximately 0.25% of Schwab U.S. REIT ETF worth $21,373,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of SCHH. Envestnet Portfolio Solutions Inc. increased its position in Schwab U.S. REIT ETF by 5.2% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 7,866,902 shares of the company’s stock worth $166,464,000 after purchasing an additional 385,927 shares during the period. Ameritas Advisory Services LLC acquired a new position in Schwab U.S. REIT ETF in the second quarter valued at approximately $94,000. Sumitomo Mitsui Trust Group Inc. boosted its stake in Schwab U.S. REIT ETF by 64.3% in the second quarter. Sumitomo Mitsui Trust Group Inc. now owns 20,389 shares of the company’s stock valued at $431,000 after acquiring an additional 7,976 shares during the last quarter. EP Wealth Advisors LLC boosted its stake in Schwab U.S. REIT ETF by 23.2% in the first quarter. EP Wealth Advisors LLC now owns 10,966 shares of the company’s stock valued at $236,000 after acquiring an additional 2,068 shares during the last quarter. Finally, Courage Miller Partners LLC grew its holdings in Schwab U.S. REIT ETF by 6.1% during the 2nd quarter. Courage Miller Partners LLC now owns 483,252 shares of the company’s stock worth $10,226,000 after acquiring an additional 27,796 shares during the period.

Schwab U.S. REIT ETF Stock Down 0.5%

SCHH stock opened at $20.70 on Monday. Schwab U.S. REIT ETF has a twelve month low of $18.25 and a twelve month high of $22.41. The company has a market cap of $8.06 billion, a P/E ratio of 34.50 and a beta of 0.99. The business’s fifty day moving average is $21.24 and its 200-day moving average is $21.29.

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.