Tempus Wealth Planning LLC Has $1.19 Million Holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Tempus Wealth Planning LLC lifted its position in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 3.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 56,467 shares of the company’s stock after acquiring an additional 1,620 shares during the quarter. Tempus Wealth Planning LLC’s holdings in Schwab U.S. REIT ETF were worth $1,189,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of SCHH. CENTRAL TRUST Co acquired a new position in shares of Schwab U.S. REIT ETF in the 4th quarter valued at about $30,000. Asset Dedication LLC boosted its stake in 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 worth $38,000 after acquiring an additional 445 shares in the last quarter. Blue Trust Inc. bought a new position in Schwab U.S. REIT ETF during the third quarter worth $39,000. GSB Wealth Management LLC acquired a new stake in Schwab U.S. REIT ETF in the third quarter worth $42,000. Finally, West Oak Capital LLC increased its stake in Schwab U.S. REIT ETF by 794.9% in the fourth quarter. West Oak Capital LLC now owns 23,590 shares of the company’s stock valued at $47,000 after purchasing an additional 20,954 shares in the last quarter.

Schwab U.S. REIT ETF Stock Performance

Shares of NYSEARCA:SCHH opened at $21.19 on Tuesday. Schwab U.S. REIT ETF has a 52-week low of $18.45 and a 52-week high of $23.66. The business’s 50 day simple moving average is $21.52 and its two-hundred day simple moving average is $22.09. The firm has a market cap of $6.72 billion, a P/E ratio of 26.49 and a beta of 0.97.

About Schwab U.S. REIT ETF

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.