Schwab U.S. REIT ETF (NYSEARCA:SCHH) Shares Sold by Whelan Financial

Whelan Financial trimmed its position in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 2.8% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 20,263 shares of the company’s stock after selling 586 shares during the quarter. Schwab U.S. REIT ETF makes up approximately 0.2% of Whelan Financial’s investment portfolio, making the stock its 29th largest position. Whelan Financial’s holdings in Schwab U.S. REIT ETF were worth $469,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the company. Charles Schwab Investment Advisory Inc. boosted its position in Schwab U.S. REIT ETF by 2.8% in the 1st quarter. Charles Schwab Investment Advisory Inc. now owns 53,860,915 shares of the company’s stock valued at $1,093,377,000 after buying an additional 1,472,209 shares during the period. US Bancorp DE boosted its stake in shares of Schwab U.S. REIT ETF by 1.2% in the 3rd quarter. US Bancorp DE now owns 27,594,397 shares of the company’s stock valued at $639,366,000 after buying an additional 319,666 shares during the period. Envestnet Portfolio Solutions Inc. grew its holdings in Schwab U.S. REIT ETF by 7.6% during the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 6,837,684 shares of the company’s stock worth $136,549,000 after acquiring an additional 480,848 shares in the last quarter. Hantz Financial Services Inc. purchased a new stake in shares of Schwab U.S. REIT ETF during the 2nd quarter worth $23,895,000. Finally, Apollon Wealth Management LLC increased its holdings in Schwab U.S. REIT ETF by 10.2% in the second quarter. Apollon Wealth Management LLC now owns 1,046,905 shares of the company’s stock valued at $20,907,000 after buying an additional 96,787 shares during the last quarter.

Schwab U.S. REIT ETF Stock Performance

Shares of NYSEARCA:SCHH traded down $0.14 on Thursday, hitting $22.57. 1,410,312 shares of the company’s stock were exchanged, compared to its average volume of 3,562,292. Schwab U.S. REIT ETF has a 1-year low of $16.86 and a 1-year high of $23.66. The company has a market capitalization of $7.16 billion, a PE ratio of 26.49 and a beta of 0.97. The firm’s 50-day moving average is $22.85 and its 200 day moving average is $21.08.

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.