Lifeworks Advisors LLC Raises Holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Lifeworks Advisors LLC lifted its stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 26.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 15,168 shares of the company’s stock after purchasing an additional 3,174 shares during the quarter. Lifeworks Advisors LLC’s holdings in Schwab U.S. REIT ETF were worth $319,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the stock. Stifel Financial Corp raised its holdings in shares of Schwab U.S. REIT ETF by 6.5% in the third quarter. Stifel Financial Corp now owns 33,701 shares of the company’s stock worth $781,000 after buying an additional 2,044 shares during the last quarter. JPMorgan Chase & Co. increased its position in shares of Schwab U.S. REIT ETF by 190.9% in the 3rd quarter. JPMorgan Chase & Co. now owns 76,283 shares of the company’s stock valued at $1,767,000 after acquiring an additional 50,060 shares during the period. Johnson Financial Group LLC raised its stake in Schwab U.S. REIT ETF by 32.3% in the 4th quarter. Johnson Financial Group LLC now owns 105,772 shares of the company’s stock worth $2,228,000 after acquiring an additional 25,822 shares during the last quarter. Orion Portfolio Solutions LLC lifted its position in Schwab U.S. REIT ETF by 19.4% during the 3rd quarter. Orion Portfolio Solutions LLC now owns 43,780 shares of the company’s stock worth $1,014,000 after acquiring an additional 7,108 shares during the period. Finally, Strategic Financial Concepts LLC acquired a new stake in Schwab U.S. REIT ETF during the 4th quarter worth about $694,000.

Schwab U.S. REIT ETF Stock Performance

Shares of SCHH stock opened at $21.83 on Friday. Schwab U.S. REIT ETF has a fifty-two week low of $18.45 and a fifty-two week high of $23.66. The firm has a market capitalization of $7.62 billion, a PE ratio of 33.75 and a beta of 1.06. The stock’s 50-day simple moving average is $21.33 and its 200-day simple moving average is $22.12.

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.