IF Advisors LLC Takes Position in Schwab U.S. REIT ETF $SCHH

IF Advisors LLC acquired a new stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 32,945 shares of the company’s stock, valued at approximately $688,000. Schwab U.S. REIT ETF comprises approximately 0.6% of IF Advisors LLC’s investment portfolio, making the stock its 28th largest position.

Several other institutional investors have also modified their holdings of the stock. Blueline Advisors LLC bought a new stake in shares of Schwab U.S. REIT ETF in the 4th quarter valued at approximately $376,000. Fiducient Advisors LLC bought a new stake in shares of Schwab U.S. REIT ETF in the 4th quarter valued at approximately $2,116,000. Northwestern Mutual Wealth Management Co. lifted its stake in shares of Schwab U.S. REIT ETF by 2.7% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 7,646,130 shares of the company’s stock worth $159,728,000 after acquiring an additional 199,277 shares during the last quarter. Godfrey Financial Associates Inc. bought a new stake in shares of Schwab U.S. REIT ETF during the 4th quarter worth approximately $199,000. Finally, Swmg LLC lifted its stake in shares of Schwab U.S. REIT ETF by 4.8% during the 4th quarter. Swmg LLC now owns 10,212 shares of the company’s stock worth $224,000 after acquiring an additional 471 shares during the last quarter.

Schwab U.S. REIT ETF Stock Performance

Shares of SCHH stock opened at $23.45 on Friday. Schwab U.S. REIT ETF has a 52-week low of $20.63 and a 52-week high of $23.92. The firm has a market capitalization of $9.95 billion, a P/E ratio of 34.50 and a beta of 0.97. The stock has a 50 day moving average price of $22.79 and a 200 day moving average price of $22.04.

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.