Perigon Wealth Management LLC Has $375,000 Stock Holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Perigon Wealth Management LLC lifted its holdings in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 13.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,652 shares of the company’s stock after buying an additional 1,270 shares during the period. Perigon Wealth Management LLC’s holdings in Schwab U.S. REIT ETF were worth $375,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of the company. Red Door Wealth Management LLC acquired a new position in shares of Schwab U.S. REIT ETF during the first quarter worth $25,000. Tatro Capital LLC bought a new position in Schwab U.S. REIT ETF during the first quarter worth $30,000. Elmwood Wealth Management Inc. bought a new position in Schwab U.S. REIT ETF during the first quarter worth $30,000. Berkshire Money Management Inc. bought a new position in Schwab U.S. REIT ETF during the first quarter worth $36,000. Finally, Capital Square LLC bought a new position in Schwab U.S. REIT ETF during the first quarter worth $38,000.

NYSEARCA:SCHH opened at $36.56 on Friday. Schwab U.S. REIT ETF has a one year low of $26.31 and a one year high of $48.62. The firm has a 50-day moving average of $35.72 and a 200-day moving average of $38.04.

Further Reading: Dead Cat Bounce

Institutional Ownership by Quarter for Schwab U.S. REIT ETF (NYSEARCA:SCHH)

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