Wrenne Financial Planning LLC Raises Holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Wrenne Financial Planning LLC boosted its holdings in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 18.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 49,063 shares of the company’s stock after buying an additional 7,475 shares during the quarter. Schwab U.S. REIT ETF makes up approximately 0.6% of Wrenne Financial Planning LLC’s investment portfolio, making the stock its 20th biggest holding. Wrenne Financial Planning LLC’s holdings in Schwab U.S. REIT ETF were worth $1,033,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Parallel Advisors LLC boosted its stake in Schwab U.S. REIT ETF by 6.1% in the fourth quarter. Parallel Advisors LLC now owns 27,925 shares of the company’s stock valued at $588,000 after acquiring an additional 1,606 shares in the last quarter. Corient Private Wealth LLC boosted its stake in Schwab U.S. REIT ETF by 8.6% in the fourth quarter. Corient Private Wealth LLC now owns 54,068 shares of the company’s stock valued at $1,139,000 after acquiring an additional 4,271 shares in the last quarter. Envestnet Portfolio Solutions Inc. boosted its stake in Schwab U.S. REIT ETF by 3.6% in the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 7,234,435 shares of the company’s stock valued at $152,357,000 after acquiring an additional 252,942 shares in the last quarter. Natixis Advisors LLC boosted its stake in Schwab U.S. REIT ETF by 5.3% in the fourth quarter. Natixis Advisors LLC now owns 22,633 shares of the company’s stock valued at $477,000 after acquiring an additional 1,133 shares in the last quarter. Finally, Commonwealth Equity Services LLC boosted its stake in Schwab U.S. REIT ETF by 23.4% in the fourth quarter. Commonwealth Equity Services LLC now owns 49,647 shares of the company’s stock valued at $1,046,000 after acquiring an additional 9,399 shares in the last quarter.

Schwab U.S. REIT ETF Stock Up 1.9 %

Shares of SCHH opened at $21.28 on Monday. The company has a market cap of $7.46 billion, a price-to-earnings ratio of 32.19 and a beta of 1.06. Schwab U.S. REIT ETF has a twelve month low of $18.45 and a twelve month high of $23.66. The company has a 50 day moving average of $21.36 and a two-hundred day moving average of $22.08.

Schwab U.S. REIT ETF 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.