Curbstone Financial Management Corp Has $1.07 Million Stock Position in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Curbstone Financial Management Corp reduced its holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 3.5% in the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 49,832 shares of the company’s stock after selling 1,800 shares during the quarter. Curbstone Financial Management Corp’s holdings in Schwab U.S. REIT ETF were worth $1,072,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Wood Tarver Financial Group LLC acquired a new stake in shares of Schwab U.S. REIT ETF during the fourth quarter worth $26,000. JNBA Financial Advisors acquired a new position in shares of Schwab U.S. REIT ETF during the fourth quarter valued at about $28,000. Independence Bank of Kentucky grew its holdings 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 valued at $50,000 after buying an additional 2,231 shares during the last quarter. Bank of Montreal Can grew its holdings in shares of Schwab U.S. REIT ETF by 39.2% during the fourth quarter. Bank of Montreal Can now owns 2,610 shares of the company’s stock valued at $55,000 after buying an additional 735 shares during the last quarter. Finally, Ancora Advisors LLC grew its holdings in shares of Schwab U.S. REIT ETF by 55.0% during the fourth quarter. Ancora Advisors LLC now owns 2,966 shares of the company’s stock valued at $62,000 after buying an additional 1,052 shares during the last quarter.

Schwab U.S. REIT ETF Price Performance

Shares of NYSEARCA SCHH opened at $21.52 on Wednesday. Schwab U.S. REIT ETF has a 1 year low of $18.25 and a 1 year high of $23.66. The stock has a market capitalization of $8.03 billion, a P/E ratio of 32.20 and a beta of 0.99. The company has a 50-day moving average price of $20.77 and a 200-day moving average price of $21.27.

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.