Compound Planning Inc. Takes $13.57 Million Position in Schwab U.S. REIT ETF $SCHH

Compound Planning Inc. acquired a new position in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) in the 3rd quarter, according to its most recent disclosure with the SEC. The fund acquired 628,872 shares of the company’s stock, valued at approximately $13,565,000. Compound Planning Inc. owned about 0.16% of Schwab U.S. REIT ETF at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC acquired a new stake in Schwab U.S. REIT ETF in the fourth quarter valued at $208,000. Royal Bank of Canada raised its position in shares of Schwab U.S. REIT ETF by 140.7% during the 1st quarter. Royal Bank of Canada now owns 127,006 shares of the company’s stock worth $2,732,000 after acquiring an additional 74,243 shares in the last quarter. Integrated Wealth Concepts LLC raised its position in shares of Schwab U.S. REIT ETF by 16.5% during the 1st quarter. Integrated Wealth Concepts LLC now owns 22,767 shares of the company’s stock worth $490,000 after acquiring an additional 3,222 shares in the last quarter. NewEdge Advisors LLC lifted its stake in Schwab U.S. REIT ETF by 313.8% during the first quarter. NewEdge Advisors LLC now owns 1,324 shares of the company’s stock worth $28,000 after purchasing an additional 1,004 shares during the last quarter. Finally, Jane Street Group LLC boosted its holdings in Schwab U.S. REIT ETF by 734.2% in the first quarter. Jane Street Group LLC now owns 117,136 shares of the company’s stock valued at $2,520,000 after purchasing an additional 103,094 shares in the last quarter.

Schwab U.S. REIT ETF Stock Up 0.3%

Shares of Schwab U.S. REIT ETF stock opened at $22.88 on Tuesday. Schwab U.S. REIT ETF has a 52 week low of $18.25 and a 52 week high of $23.07. The firm’s 50 day moving average is $21.51 and its two-hundred day moving average is $21.38. The firm has a market capitalization of $9.73 billion, a P/E ratio of 34.50 and a beta of 0.99.

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.