Life Planning Partners Inc Makes New Investment in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Life Planning Partners Inc purchased a new stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 15,627 shares of the company’s stock, valued at approximately $329,000.

Several other institutional investors have also made changes to their positions in SCHH. Human Investing LLC raised its holdings in Schwab U.S. REIT ETF by 2.1% in the 4th quarter. Human Investing LLC now owns 23,894 shares of the company’s stock valued at $503,000 after acquiring an additional 487 shares in the last quarter. B. Riley Wealth Advisors Inc. raised its stake in Schwab U.S. REIT ETF by 3.4% in the third quarter. B. Riley Wealth Advisors Inc. now owns 15,987 shares of the company’s stock valued at $366,000 after purchasing an additional 530 shares in the last quarter. Perissos Private Wealth Management LLC lifted its position in Schwab U.S. REIT ETF by 3.4% during the fourth quarter. Perissos Private Wealth Management LLC now owns 17,023 shares of the company’s stock worth $359,000 after purchasing an additional 553 shares during the period. Braun Bostich & Associates Inc. grew its stake in Schwab U.S. REIT ETF by 0.8% during the fourth quarter. Braun Bostich & Associates Inc. now owns 73,288 shares of the company’s stock worth $1,543,000 after buying an additional 598 shares in the last quarter. Finally, Lodestar Private Asset Management LLC grew its stake in Schwab U.S. REIT ETF by 2.9% during the fourth quarter. Lodestar Private Asset Management LLC now owns 23,718 shares of the company’s stock worth $499,000 after buying an additional 664 shares in the last quarter.

Schwab U.S. REIT ETF Trading Up 0.1 %

Shares of NYSEARCA:SCHH opened at $21.30 on Friday. The firm has a 50 day moving average of $21.50 and a 200-day moving average of $22.00. Schwab U.S. REIT ETF has a 12 month low of $18.45 and a 12 month high of $23.66. The stock has a market capitalization of $7.47 billion, a PE ratio of 32.19 and a beta of 1.06.

Schwab U.S. REIT ETF Cuts Dividend

The company also recently disclosed a dividend, which will be paid on Monday, March 31st. Investors of record on Wednesday, March 26th will be paid a $0.0985 dividend. The ex-dividend date is Wednesday, March 26th.

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.