Perigon Wealth Management LLC Grows Stock Holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Perigon Wealth Management LLC grew its position in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 14.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 139,873 shares of the company’s stock after purchasing an additional 18,177 shares during the period. Perigon Wealth Management LLC’s holdings in Schwab U.S. REIT ETF were worth $2,956,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Asset Dedication LLC grew its position in shares of Schwab U.S. REIT ETF by 36.9% during 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 in the last quarter. Blue Trust Inc. bought a new stake in shares of Schwab U.S. REIT ETF during the 3rd quarter worth $39,000. GSB Wealth Management LLC bought a new stake in shares of Schwab U.S. REIT ETF during the 3rd quarter worth $42,000. West Oak Capital LLC lifted its holdings in shares of Schwab U.S. REIT ETF by 794.9% during the 4th quarter. West Oak Capital LLC now owns 23,590 shares of the company’s stock worth $47,000 after acquiring an additional 20,954 shares during the last quarter. Finally, AlphaCore Capital LLC lifted its holdings in shares of Schwab U.S. REIT ETF by 329.7% during the 3rd quarter. AlphaCore Capital LLC now owns 2,492 shares of the company’s stock worth $58,000 after acquiring an additional 1,912 shares during the last quarter.

Schwab U.S. REIT ETF Stock Performance

NYSEARCA SCHH opened at $21.03 on Thursday. Schwab U.S. REIT ETF has a 52-week low of $18.45 and a 52-week high of $23.66. The company has a market capitalization of $6.67 billion, a P/E ratio of 26.49 and a beta of 0.97. The company has a fifty day moving average of $21.60 and a 200-day moving average of $22.09.

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.