Schwab U.S. REIT ETF (NYSEARCA:SCHH) Stake Lifted by Moisand Fitzgerald Tamayo LLC

Moisand Fitzgerald Tamayo LLC boosted its position in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 9.4% during the 1st quarter, HoldingsChannel reports. The firm owned 1,244,689 shares of the company’s stock after buying an additional 106,505 shares during the period. Schwab U.S. REIT ETF comprises about 3.9% of Moisand Fitzgerald Tamayo LLC’s investment portfolio, making the stock its 10th largest holding. Moisand Fitzgerald Tamayo LLC’s holdings in Schwab U.S. REIT ETF were worth $25,267,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the company. Natixis Advisors L.P. increased its holdings in shares of Schwab U.S. REIT ETF by 2.0% in the 3rd quarter. Natixis Advisors L.P. now owns 59,897 shares of the company’s stock valued at $1,063,000 after acquiring an additional 1,181 shares during the period. Tower Research Capital LLC TRC acquired a new stake in Schwab U.S. REIT ETF during the 3rd quarter worth about $1,411,000. Evergreen Capital Management LLC lifted its position in Schwab U.S. REIT ETF by 2.1% during the 3rd quarter. Evergreen Capital Management LLC now owns 94,359 shares of the company’s stock worth $1,675,000 after acquiring an additional 1,932 shares during the period. Blueprint Investment Partners LLC lifted its position in Schwab U.S. REIT ETF by 22.7% during the 3rd quarter. Blueprint Investment Partners LLC now owns 44,692 shares of the company’s stock worth $793,000 after acquiring an additional 8,265 shares during the period. Finally, Rooted Wealth Advisors Inc. lifted its position in Schwab U.S. REIT ETF by 16.3% during the 3rd quarter. Rooted Wealth Advisors Inc. now owns 29,495 shares of the company’s stock worth $548,000 after acquiring an additional 4,131 shares during the period.

Schwab U.S. REIT ETF Price Performance

SCHH traded up $0.17 on Friday, reaching $19.97. 3,833,041 shares of the stock were exchanged, compared to its average volume of 3,308,679. The company’s 50-day moving average price is $19.55 and its 200 day moving average price is $19.85. Schwab U.S. REIT ETF has a fifty-two week low of $16.63 and a fifty-two week high of $20.95. The firm has a market capitalization of $6.34 billion, a PE ratio of 26.49 and a beta of 0.97.

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.