EP Wealth Advisors LLC Has $207,000 Holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

EP Wealth Advisors LLC raised its holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 33.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 8,947 shares of the company’s stock after acquiring an additional 2,222 shares during the period. EP Wealth Advisors LLC’s holdings in Schwab U.S. REIT ETF were worth $207,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently modified their holdings of the company. Asset Dedication LLC grew its position in shares of Schwab U.S. REIT ETF by 36.9% in the 3rd quarter. Asset Dedication LLC now owns 1,650 shares of the company’s stock valued at $38,000 after purchasing an additional 445 shares during the period. Evergreen Capital Management LLC boosted its holdings in shares of Schwab U.S. REIT ETF by 1.6% in the second quarter. Evergreen Capital Management LLC now owns 29,934 shares of the company’s stock valued at $603,000 after buying an additional 467 shares during the period. Tempus Wealth Planning LLC increased its position in shares of Schwab U.S. REIT ETF by 1.0% during the second quarter. Tempus Wealth Planning LLC now owns 55,126 shares of the company’s stock worth $1,101,000 after acquiring an additional 542 shares in the last quarter. Creative Financial Designs Inc. ADV raised its holdings in shares of Schwab U.S. REIT ETF by 4.3% during the third quarter. Creative Financial Designs Inc. ADV now owns 14,602 shares of the company’s stock worth $338,000 after acquiring an additional 602 shares during the period. Finally, Modera Wealth Management LLC lifted its position in Schwab U.S. REIT ETF by 0.7% in the 3rd quarter. Modera Wealth Management LLC now owns 89,719 shares of the company’s stock valued at $2,079,000 after acquiring an additional 634 shares in the last quarter.

Schwab U.S. REIT ETF Trading Down 0.2 %

Shares of NYSEARCA SCHH opened at $21.92 on Friday. The company has a fifty day moving average price of $22.61 and a 200 day moving average price of $21.80. The firm has a market cap of $6.96 billion, a PE ratio of 26.49 and a beta of 0.97. Schwab U.S. REIT ETF has a 1-year low of $18.45 and a 1-year high of $23.66.

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.