Schwab U.S. REIT ETF $SCHH Shares Sold by SWS Partners

SWS Partners trimmed its position in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 1.2% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 142,835 shares of the company’s stock after selling 1,721 shares during the period. SWS Partners’ holdings in Schwab U.S. REIT ETF were worth $3,072,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Cambridge Investment Research Advisors Inc. grew its holdings in Schwab U.S. REIT ETF by 21.7% during the 1st quarter. Cambridge Investment Research Advisors Inc. now owns 46,143 shares of the company’s stock valued at $993,000 after purchasing an additional 8,226 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. acquired a new stake in Schwab U.S. REIT ETF during the 1st quarter valued at $267,000. Portland Financial Advisors Inc grew its holdings in Schwab U.S. REIT ETF by 6.4% during the 1st quarter. Portland Financial Advisors Inc now owns 21,133 shares of the company’s stock valued at $455,000 after purchasing an additional 1,265 shares in the last quarter. Atria Wealth Solutions Inc. grew its holdings in Schwab U.S. REIT ETF by 5.2% during the 1st quarter. Atria Wealth Solutions Inc. now owns 21,415 shares of the company’s stock valued at $461,000 after purchasing an additional 1,056 shares in the last quarter. Finally, Bank of America Corp DE grew its holdings in Schwab U.S. REIT ETF by 0.6% during the 4th quarter. Bank of America Corp DE now owns 172,360 shares of the company’s stock valued at $3,630,000 after purchasing an additional 972 shares in the last quarter.

Schwab U.S. REIT ETF Trading Down 0.0%

SCHH opened at $21.46 on Thursday. The company has a fifty day simple moving average of $21.29 and a 200 day simple moving average of $21.17. The firm has a market cap of $8.21 billion, a price-to-earnings ratio of 34.50 and a beta of 0.92. Schwab U.S. REIT ETF has a twelve month low of $18.25 and a twelve month high of $23.66.

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.