Avidian Wealth Enterprises LLC Has $225,000 Holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Avidian Wealth Enterprises LLC trimmed its position in Schwab U.S. REIT ETF (NYSEARCA:SCHHFree Report) by 5.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,697 shares of the company’s stock after selling 583 shares during the quarter. Avidian Wealth Enterprises LLC’s holdings in Schwab U.S. REIT ETF were worth $225,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Sanctuary Advisors LLC bought a new stake in shares of Schwab U.S. REIT ETF in the 2nd quarter valued at approximately $263,000. CWM LLC boosted its stake in Schwab U.S. REIT ETF by 7.6% in the 3rd quarter. CWM LLC now owns 12,271 shares of the company’s stock valued at $284,000 after buying an additional 872 shares in the last quarter. Asset Dedication LLC grew its position 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 acquiring an additional 445 shares during the period. Secure Asset Management LLC acquired a new position in Schwab U.S. REIT ETF during the third quarter worth $324,000. Finally, Inspire Advisors LLC bought a new position in shares of Schwab U.S. REIT ETF during the third quarter valued at $466,000.

Schwab U.S. REIT ETF Stock Performance

Shares of NYSEARCA:SCHH opened at $21.52 on Friday. The company has a market capitalization of $6.83 billion, a PE ratio of 26.49 and a beta of 0.97. The company’s fifty day moving average is $21.25 and its 200-day moving average is $22.09. Schwab U.S. REIT ETF has a 52 week low of $18.45 and a 52 week high of $23.66.

About Schwab U.S. REIT ETF

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Schwab U.S. REIT ETF (NYSEARCA:SCHH)

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