HBK Sorce Advisory LLC Takes Position in Schwab U.S. REIT ETF $SCHH

HBK Sorce Advisory LLC acquired a new stake in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) during the second quarter, according to its most recent filing with the SEC. The fund acquired 23,120 shares of the company’s stock, valued at approximately $2,497,000.

Other institutional investors have also added to or reduced their stakes in the company. AWM Capital LLC boosted its stake in Schwab U.S. REIT ETF by 0.5% in the 4th quarter. AWM Capital LLC now owns 96,432 shares of the company’s stock worth $2,014,000 after purchasing an additional 460 shares during the period. Swmg LLC increased its position in shares of Schwab U.S. REIT ETF by 4.8% during the fourth quarter. Swmg LLC now owns 10,212 shares of the company’s stock valued at $224,000 after buying an additional 471 shares during the period. Bigelow Investment Advisors LLC increased its position in shares of Schwab U.S. REIT ETF by 2.0% during the fourth 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 during the period. WealthShield Partners LLC lifted its holdings in shares of Schwab U.S. REIT ETF by 1.6% in the first quarter. WealthShield Partners LLC now owns 35,437 shares of the company’s stock worth $762,000 after buying an additional 541 shares in the last quarter. Finally, Koshinski Asset Management Inc. lifted its holdings in shares of Schwab U.S. REIT ETF by 3.7% in the fourth quarter. Koshinski Asset Management Inc. now owns 15,490 shares of the company’s stock worth $324,000 after buying an additional 559 shares in the last quarter.

Schwab U.S. REIT ETF Stock Performance

SCHH stock opened at $24.11 on Monday. The firm has a 50 day moving average of $24.07 and a 200-day moving average of $23.14. Schwab U.S. REIT ETF has a 12 month low of $20.63 and a 12 month high of $25.03. The firm has a market capitalization of $11.40 billion, a P/E ratio of 34.50 and a beta of 0.94.

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.