Sound Income Strategies LLC Has $59,000 Holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Sound Income Strategies LLC grew its position in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 266.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,785 shares of the company’s stock after buying an additional 2,026 shares during the quarter. Sound Income Strategies LLC’s holdings in Schwab U.S. REIT ETF were worth $59,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in the company. Envestnet Asset Management Inc. grew its position in Schwab U.S. REIT ETF by 9.3% during the 2nd quarter. Envestnet Asset Management Inc. now owns 410,795 shares of the company’s stock worth $8,204,000 after purchasing an additional 35,112 shares in the last quarter. Ariadne Wealth Management LP acquired a new stake in shares of Schwab U.S. REIT ETF in the second quarter worth $301,000. Sanctuary Advisors LLC acquired a new stake in shares of Schwab U.S. REIT ETF in the second quarter worth $263,000. Passive Capital Management LLC. grew its holdings in shares of Schwab U.S. REIT ETF by 18.9% during the second quarter. Passive Capital Management LLC. now owns 209,478 shares of the company’s stock valued at $4,183,000 after buying an additional 33,295 shares in the last quarter. Finally, Kades & Cheifetz LLC raised its position in Schwab U.S. REIT ETF by 8.2% during the third quarter. Kades & Cheifetz LLC now owns 44,872 shares of the company’s stock valued at $1,040,000 after buying an additional 3,404 shares during the period.

Schwab U.S. REIT ETF Trading Up 0.4 %

Shares of NYSEARCA SCHH opened at $21.33 on Friday. Schwab U.S. REIT ETF has a one year low of $18.45 and a one year high of $23.66. The business has a 50-day moving average price of $21.64 and a two-hundred day moving average price of $22.06. The firm has a market capitalization of $6.77 billion, a PE ratio of 26.49 and a beta of 0.97.

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.