Heritage Financial Services LLC Lowers Stock Position in Schwab U.S. REIT ETF $SCHH

Heritage Financial Services LLC lowered its holdings in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 4.6% in the second quarter, Holdings Channel reports. The firm owned 18,538 shares of the company’s stock after selling 884 shares during the quarter. Heritage Financial Services LLC’s holdings in Schwab U.S. REIT ETF were worth $392,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently bought and sold shares of the business. Brighton Jones LLC purchased a new position in shares of Schwab U.S. REIT ETF during the fourth quarter worth about $208,000. RFG Advisory LLC purchased a new position in shares of Schwab U.S. REIT ETF in the 1st quarter valued at approximately $260,000. Charles Schwab Trust Co increased its holdings in shares of Schwab U.S. REIT ETF by 12.0% in the first quarter. Charles Schwab Trust Co now owns 1,212,900 shares of the company’s stock valued at $26,089,000 after purchasing an additional 129,557 shares during the period. Epiq Partners LLC increased its holdings in shares of Schwab U.S. REIT ETF by 10.9% in the first quarter. Epiq Partners LLC now owns 133,815 shares of the company’s stock valued at $2,878,000 after purchasing an additional 13,200 shares during the period. Finally, Independence Bank of Kentucky raised its stake in shares of Schwab U.S. REIT ETF by 2,478.9% during the first quarter. Independence Bank of Kentucky now owns 2,321 shares of the company’s stock worth $50,000 after purchasing an additional 2,231 shares during the last quarter.

Schwab U.S. REIT ETF Price Performance

Shares of NYSEARCA SCHH opened at $21.57 on Thursday. The stock has a fifty day moving average price of $21.34 and a 200 day moving average price of $21.14. Schwab U.S. REIT ETF has a 1-year low of $18.25 and a 1-year high of $23.42. The company has a market cap of $8.25 billion, a PE ratio of 34.50 and a beta of 0.92.

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.