IVC Wealth Advisors LLC Has $393,000 Stock Holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

IVC Wealth Advisors LLC lifted its position in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 39.0% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 18,674 shares of the company’s stock after purchasing an additional 5,244 shares during the period. IVC Wealth Advisors LLC’s holdings in Schwab U.S. REIT ETF were worth $393,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Asset Dedication LLC raised its position in shares of Schwab U.S. REIT ETF by 36.9% during the third quarter. Asset Dedication LLC now owns 1,650 shares of the company’s stock valued at $38,000 after buying an additional 445 shares during the last quarter. Evergreen Capital Management LLC increased its position in shares of Schwab U.S. REIT ETF by 1.6% during the 2nd quarter. Evergreen Capital Management LLC now owns 29,934 shares of the company’s stock worth $603,000 after purchasing an additional 467 shares in the last quarter. B. Riley Wealth Advisors Inc. raised its stake in shares of 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 acquiring an additional 530 shares during the last quarter. Braun Bostich & Associates Inc. grew its holdings in shares of 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 purchasing an additional 598 shares during the last quarter. Finally, Creative Financial Designs Inc. ADV increased its position in Schwab U.S. REIT ETF by 4.3% in the 3rd quarter. Creative Financial Designs Inc. ADV now owns 14,602 shares of the company’s stock valued at $338,000 after acquiring an additional 602 shares in the last quarter.

Schwab U.S. REIT ETF Stock Performance

NYSEARCA:SCHH opened at $21.24 on Friday. The stock’s fifty day moving average price is $21.68 and its two-hundred day moving average price is $22.04. The company has a market cap of $6.74 billion, a price-to-earnings ratio of 26.49 and a beta of 0.97. Schwab U.S. REIT ETF has a 52-week low of $18.45 and a 52-week high of $23.66.

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.