Appleton Partners Inc. MA Has $4.39 Million Position in Schwab U.S. REIT ETF $SCHH

Appleton Partners Inc. MA boosted its position in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 0.5% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 207,261 shares of the company’s stock after buying an additional 990 shares during the quarter. Appleton Partners Inc. MA owned approximately 0.05% of Schwab U.S. REIT ETF worth $4,386,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Webster Bank N. A. acquired a new stake in shares of Schwab U.S. REIT ETF during the 2nd quarter worth $26,000. NewEdge Advisors LLC grew its stake in Schwab U.S. REIT ETF by 313.8% during the first quarter. NewEdge Advisors LLC now owns 1,324 shares of the company’s stock worth $28,000 after purchasing an additional 1,004 shares during the period. Howe & Rusling Inc. grew its stake in Schwab U.S. REIT ETF by 196.8% in the first quarter. Howe & Rusling Inc. now owns 1,594 shares of the company’s stock valued at $34,000 after acquiring an additional 1,057 shares during the period. Abound Wealth Management grew its stake in Schwab U.S. REIT ETF by 569.7% in the second quarter. Abound Wealth Management now owns 1,942 shares of the company’s stock valued at $41,000 after acquiring an additional 1,652 shares during the period. Finally, GSB Wealth Management LLC bought a new position in shares of Schwab U.S. REIT ETF in the first quarter valued at approximately $42,000.

Schwab U.S. REIT ETF Trading Up 0.4%

Shares of Schwab U.S. REIT ETF stock opened at $21.55 on Monday. The business’s fifty day simple moving average is $21.33 and its 200 day simple moving average is $21.14. The firm has a market capitalization of $8.39 billion, a P/E ratio of 34.50 and a beta of 0.92. Schwab U.S. REIT ETF has a 12 month low of $18.25 and a 12 month high of $23.42.

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.