Foster & Motley Inc. Has $20.20 Million Stock Position in Schwab U.S. REIT ETF $SCHH

Foster & Motley Inc. increased its stake in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 3.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 954,619 shares of the company’s stock after purchasing an additional 34,069 shares during the period. Schwab U.S. REIT ETF makes up approximately 1.2% of Foster & Motley Inc.’s investment portfolio, making the stock its 16th largest holding. Foster & Motley Inc. owned about 0.25% of Schwab U.S. REIT ETF worth $20,200,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in SCHH. Brighton Jones LLC bought a new position in Schwab U.S. REIT ETF during the fourth quarter worth about $208,000. CENTRAL TRUST Co raised its position in shares of Schwab U.S. REIT ETF by 264.8% in the 1st quarter. CENTRAL TRUST Co now owns 5,184 shares of the company’s stock valued at $112,000 after acquiring an additional 3,763 shares during the period. Kingswood Wealth Advisors LLC boosted its stake in Schwab U.S. REIT ETF by 3.3% during the 1st quarter. Kingswood Wealth Advisors LLC now owns 54,107 shares of the company’s stock worth $1,164,000 after acquiring an additional 1,707 shares during the last quarter. Avior Wealth Management LLC boosted its stake in Schwab U.S. REIT ETF by 2.1% during the 1st quarter. Avior Wealth Management LLC now owns 297,408 shares of the company’s stock worth $6,397,000 after acquiring an additional 5,987 shares during the last quarter. Finally, Stableford Capital II LLC grew its holdings in Schwab U.S. REIT ETF by 6.6% during the first quarter. Stableford Capital II LLC now owns 21,416 shares of the company’s stock valued at $443,000 after purchasing an additional 1,335 shares during the period.

Schwab U.S. REIT ETF Stock Performance

Shares of NYSEARCA:SCHH opened at $21.58 on Friday. The company has a 50 day moving average price of $21.36 and a two-hundred day moving average price of $21.13. The company has a market capitalization of $8.41 billion, a PE ratio of 34.50 and a beta of 0.92. Schwab U.S. REIT ETF has a 52 week low of $18.25 and a 52 week high of $23.42.

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.