ZynergyRetirementPlanningLLC Grows Stock Holdings in Schwab U.S. REIT ETF $SCHH

ZynergyRetirementPlanningLLC lifted its position in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 4.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 859,959 shares of the company’s stock after purchasing an additional 39,242 shares during the period. Schwab U.S. REIT ETF accounts for approximately 10.1% of ZynergyRetirementPlanningLLC’s investment portfolio, making the stock its 4th biggest holding. ZynergyRetirementPlanningLLC owned approximately 0.18% of Schwab U.S. REIT ETF worth $18,953,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of SCHH. Davis Capital Management grew its stake in shares of Schwab U.S. REIT ETF by 6.7% in the third quarter. Davis Capital Management now owns 111,070 shares of the company’s stock valued at $2,448,000 after acquiring an additional 6,940 shares in the last quarter. Farther Finance Advisors LLC boosted its holdings in Schwab U.S. REIT ETF by 96.9% in the 3rd quarter. Farther Finance Advisors LLC now owns 187,521 shares of the company’s stock valued at $4,133,000 after purchasing an additional 92,298 shares during the period. Apella Capital LLC bought a new stake in Schwab U.S. REIT ETF in the 3rd quarter valued at about $246,000. Bangor Savings Bank acquired a new position in shares of Schwab U.S. REIT ETF during the 3rd quarter worth approximately $345,000. Finally, Frisco Financial Planning LLC increased its holdings in shares of Schwab U.S. REIT ETF by 0.3% during the third quarter. Frisco Financial Planning LLC now owns 233,012 shares of the company’s stock worth $5,136,000 after purchasing an additional 752 shares during the period.

Schwab U.S. REIT ETF Stock Performance

Shares of NYSEARCA SCHH traded up $0.14 during midday trading on Thursday, reaching $21.89. The company’s stock had a trading volume of 13,530,726 shares, compared to its average volume of 7,814,450. Schwab U.S. REIT ETF has a fifty-two week low of $20.63 and a fifty-two week high of $25.03. The business’s 50 day moving average price is $23.33 and its two-hundred day moving average price is $23.34. The company has a market cap of $10.57 billion, a P/E ratio of 34.50 and a beta of 0.93.

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.