Flatrock Wealth Partners LLC bought a new stake in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) in the 1st quarter, according to its most recent filing with the SEC. The institutional investor bought 148,526 shares of the company’s stock, valued at approximately $3,192,000. Schwab U.S. REIT ETF comprises approximately 1.4% of Flatrock Wealth Partners LLC’s investment portfolio, making the stock its 17th biggest holding.
Other hedge funds also recently modified their holdings of the company. Dorato Capital Management bought a new stake in Schwab U.S. REIT ETF in the 4th quarter valued at $586,000. Good Steward Wealth Advisors LLC bought a new position in shares of Schwab U.S. REIT ETF during the 4th quarter worth about $4,522,000. BlueSky Wealth Advisors LLC boosted its position in shares of Schwab U.S. REIT ETF by 3.6% during the 4th quarter. BlueSky Wealth Advisors LLC now owns 1,026,973 shares of the company’s stock valued at $21,453,000 after acquiring an additional 36,125 shares in the last quarter. Cooke Wealth Management LLC acquired a new stake in shares of Schwab U.S. REIT ETF during the 4th quarter valued at about $940,000. Finally, Hantz Financial Services Inc. increased its stake in Schwab U.S. REIT ETF by 5.0% in the fourth quarter. Hantz Financial Services Inc. now owns 868,988 shares of the company’s stock valued at $18,153,000 after acquiring an additional 41,738 shares during the period.
Schwab U.S. REIT ETF Stock Up 1.2%
NYSEARCA:SCHH opened at $24.15 on Wednesday. Schwab U.S. REIT ETF has a 12-month low of $20.63 and a 12-month high of $24.32. The firm has a market capitalization of $11.35 billion, a PE ratio of 34.50 and a beta of 0.94. The firm has a 50-day moving average price of $23.61 and a 200 day moving average price of $22.53.
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.
Further Reading
- Five stocks we like better than Schwab U.S. REIT ETF
- Apple and Broadcom Forge a Decade-Long Silicon Fortress
- SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade
- The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity
- Palantir’s CEO Just Called Out OpenAI and Anthropic
Want to see what other hedge funds are holding SCHH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report).
Receive News & Ratings for Schwab U.S. REIT ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. REIT ETF and related companies with MarketBeat.com's FREE daily email newsletter.
