Strategic Financial Planning Inc. Buys 26,800 Shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Strategic Financial Planning Inc. increased its stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 6.6% in the 3rd quarter, Holdings Channel.com reports. The fund owned 431,033 shares of the company’s stock after acquiring an additional 26,800 shares during the quarter. Schwab U.S. REIT ETF comprises approximately 6.6% of Strategic Financial Planning Inc.’s investment portfolio, making the stock its 5th biggest position. Strategic Financial Planning Inc.’s holdings in Schwab U.S. REIT ETF were worth $9,987,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in SCHH. Asset Dedication LLC increased its position in shares of 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 purchasing an additional 445 shares in the last quarter. Evergreen Capital Management LLC grew its holdings in shares of Schwab U.S. REIT ETF by 1.6% during the second quarter. Evergreen Capital Management LLC now owns 29,934 shares of the company’s stock worth $603,000 after buying an additional 467 shares in the last quarter. Tempus Wealth Planning LLC raised its position in shares of Schwab U.S. REIT ETF by 1.0% in the second quarter. Tempus Wealth Planning LLC now owns 55,126 shares of the company’s stock valued at $1,101,000 after buying an additional 542 shares during the last quarter. Modera Wealth Management LLC lifted its stake in shares of Schwab U.S. REIT ETF by 0.7% in the third quarter. Modera Wealth Management LLC now owns 89,719 shares of the company’s stock worth $2,079,000 after buying an additional 634 shares in the last quarter. Finally, Wakefield Asset Management LLLP boosted its position in Schwab U.S. REIT ETF by 2.2% during the second quarter. Wakefield Asset Management LLLP now owns 29,371 shares of the company’s stock worth $587,000 after acquiring an additional 645 shares during the last quarter.

Schwab U.S. REIT ETF Trading Up 0.4 %

Shares of NYSEARCA SCHH opened at $22.73 on Thursday. The stock has a market cap of $7.21 billion, a PE ratio of 26.49 and a beta of 0.97. Schwab U.S. REIT ETF has a 12-month low of $16.86 and a 12-month high of $23.66. The company has a 50-day moving average of $22.85 and a 200 day moving average of $21.08.

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.