BCS Wealth Management lessened its holdings in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 53.6% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 23,457 shares of the company’s stock after selling 27,147 shares during the quarter. BCS Wealth Management’s holdings in Schwab U.S. REIT ETF were worth $504,000 at the end of the most recent reporting period.
Other institutional investors also recently modified their holdings of the company. AWM Capital LLC lifted its position in shares of Schwab U.S. REIT ETF by 0.5% during the fourth quarter. AWM Capital LLC now owns 96,432 shares of the company’s stock worth $2,014,000 after acquiring an additional 460 shares in the last quarter. Swmg LLC grew its holdings in Schwab U.S. REIT ETF by 4.8% during the 4th quarter. Swmg LLC now owns 10,212 shares of the company’s stock valued at $224,000 after buying an additional 471 shares in the last quarter. Bigelow Investment Advisors LLC grew its holdings in Schwab U.S. REIT ETF by 2.0% during the 4th quarter. Bigelow Investment Advisors LLC now owns 25,250 shares of the company’s stock valued at $527,000 after buying an additional 506 shares in the last quarter. Koshinski Asset Management Inc. increased its position in shares of Schwab U.S. REIT ETF by 3.7% during the fourth quarter. Koshinski Asset Management Inc. now owns 15,490 shares of the company’s stock valued at $324,000 after buying an additional 559 shares during the period. Finally, Cresset Asset Management LLC lifted its holdings in shares of Schwab U.S. REIT ETF by 0.7% in the third quarter. Cresset Asset Management LLC now owns 89,694 shares of the company’s stock worth $1,935,000 after buying an additional 619 shares in the last quarter.
Schwab U.S. REIT ETF Trading Down 0.6%
Schwab U.S. REIT ETF stock opened at $23.83 on Thursday. The firm’s 50 day simple moving average is $23.45 and its 200 day simple moving average is $22.34. The firm has a market capitalization of $10.11 billion, a PE ratio of 34.50 and a beta of 0.95. Schwab U.S. REIT ETF has a 1-year low of $20.63 and a 1-year high of $24.28.
Schwab U.S. REIT ETF Company 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.
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