Ballast Advisors LLC reduced its position in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 0.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 95,540 shares of the company’s stock after selling 770 shares during the period. Schwab U.S. REIT ETF comprises 0.7% of Ballast Advisors LLC’s portfolio, making the stock its 21st largest position. Ballast Advisors LLC’s holdings in Schwab U.S. REIT ETF were worth $2,214,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also made changes to their positions in the company. Mather Group LLC. lifted its holdings in Schwab U.S. REIT ETF by 5,211.1% in the 2nd quarter. Mather Group LLC. now owns 1,434 shares of the company’s stock worth $29,000 after buying an additional 1,407 shares in the last quarter. Abich Financial Wealth Management LLC increased its position in shares of Schwab U.S. REIT ETF by 8,463.2% during the first quarter. Abich Financial Wealth Management LLC now owns 1,627 shares of the company’s stock worth $33,000 after acquiring an additional 1,608 shares during the last quarter. Larson Financial Group LLC lifted its stake in shares of Schwab U.S. REIT ETF by 386.3% in the second quarter. Larson Financial Group LLC now owns 1,780 shares of the company’s stock worth $36,000 after acquiring an additional 1,414 shares in the last quarter. Asset Dedication LLC boosted its holdings in Schwab U.S. REIT ETF by 36.9% in the third quarter. Asset Dedication LLC now owns 1,650 shares of the company’s stock valued at $38,000 after purchasing an additional 445 shares during the last quarter. Finally, Blue Trust Inc. acquired a new stake in Schwab U.S. REIT ETF during the 3rd quarter valued at approximately $39,000.
Schwab U.S. REIT ETF Stock Down 0.8 %
SCHH stock opened at $22.44 on Wednesday. The company has a market capitalization of $7.12 billion, a PE ratio of 26.49 and a beta of 0.97. The stock’s 50 day moving average is $22.85 and its two-hundred day moving average is $21.20. Schwab U.S. REIT ETF has a 52-week low of $17.54 and a 52-week high of $23.66.
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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