Core Viewpoint - Schwab U.S. REIT ETF has shown significant institutional interest and has reached a new 52-week high, indicating positive market sentiment and potential growth in the real estate investment trust sector [2][5]. Company Overview - Schwab U.S. REIT ETF (SCHH) is an exchange-traded fund that tracks the Dow Jones Equity All REIT Capped index, focusing on U.S. real estate investment trusts while excluding mortgage and hybrid REITs. The fund was launched on January 13, 2011, and is managed by Charles Schwab [3]. Price Performance - The ETF has a market capitalization of $9.80 billion, a P/E ratio of 34.50, and a beta of 0.99. The 50-day moving average price is $21.68, while the 200-day moving average price is $21.44 [1]. Institutional Inflows - Financial Engines Advisors L.L.C. increased its position by 5.2%, owning 60,040,433 shares valued at $1,254,245,000 after acquiring an additional 2,964,924 shares [2]. - US Bancorp DE raised its stake by 2.1%, now holding 32,751,460 shares valued at $684,184,000 after purchasing 672,570 shares [2]. - Envestnet Portfolio Solutions Inc. boosted its holdings by 6.7%, owning 8,916,100 shares valued at $186,257,000 after buying 557,970 shares [2]. - Northwestern Mutual Wealth Management Co. increased its holdings by 2.6%, now owning 7,856,664 shares valued at $166,247,000 after acquiring 200,077 shares [2]. - Dumac Inc. established a new position worth approximately $163,918,000 in the fourth quarter [2]. Trading Activity - The Schwab U.S. REIT ETF shares reached a new 52-week high of $23.16 during trading, with the last trade at $23.1350 and a trading volume of 1,891,447 shares [5].
Schwab U.S. REIT ETF (NYSEARCA:SCHH) Sets New 1-Year High – Here’s Why
Defense World·2026-03-01 07:39