Cape Investment Advisory Inc. Has $434,000 Stock Position in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Cape Investment Advisory Inc. grew its stake in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 25.7% in the 4th quarter, HoldingsChannel reports. The fund owned 20,593 shares of the company’s stock after purchasing an additional 4,206 shares during the quarter. Cape Investment Advisory Inc.’s holdings in Schwab U.S. REIT ETF were worth $434,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently made changes to their positions in the company. Human Investing LLC lifted its holdings in Schwab U.S. REIT ETF by 2.1% during the 4th quarter. Human Investing LLC now owns 23,894 shares of the company’s stock worth $503,000 after purchasing an additional 487 shares during the last quarter. B. Riley Wealth Advisors Inc. lifted its holdings in shares of Schwab U.S. REIT ETF by 3.4% during the third quarter. B. Riley Wealth Advisors Inc. now owns 15,987 shares of the company’s stock worth $366,000 after buying an additional 530 shares in the last quarter. Perissos Private Wealth Management LLC boosted its position in shares of Schwab U.S. REIT ETF by 3.4% in the fourth quarter. Perissos Private Wealth Management LLC now owns 17,023 shares of the company’s stock valued at $359,000 after acquiring an additional 553 shares during the period. Braun Bostich & Associates Inc. grew its stake in shares of Schwab U.S. REIT ETF by 0.8% in the fourth quarter. Braun Bostich & Associates Inc. now owns 73,288 shares of the company’s stock valued at $1,543,000 after acquiring an additional 598 shares in the last quarter. Finally, Creative Financial Designs Inc. ADV grew its stake in shares of Schwab U.S. REIT ETF by 4.3% in the third quarter. Creative Financial Designs Inc. ADV now owns 14,602 shares of the company’s stock valued at $338,000 after acquiring an additional 602 shares in the last quarter.

Schwab U.S. REIT ETF Stock Up 0.7 %

Shares of Schwab U.S. REIT ETF stock opened at $22.08 on Friday. The stock has a market capitalization of $7.70 billion, a price-to-earnings ratio of 33.75 and a beta of 1.06. Schwab U.S. REIT ETF has a twelve month low of $18.45 and a twelve month high of $23.66. The company has a 50-day simple moving average of $21.24 and a two-hundred day simple moving average of $22.11.

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.