Jackson Thornton Wealth Management LLC Sells 12,418 Shares of Schwab U.S. REIT ETF $SCHH

Jackson Thornton Wealth Management LLC decreased its position in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHHFree Report) by 2.7% in the 2nd quarter, Holdings Channel reports. The fund owned 448,447 shares of the company’s stock after selling 12,418 shares during the quarter. Schwab U.S. REIT ETF accounts for approximately 1.1% of Jackson Thornton Wealth Management LLC’s holdings, making the stock its 15th largest position. Jackson Thornton Wealth Management LLC’s holdings in Schwab U.S. REIT ETF were worth $9,494,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Cambridge Investment Research Advisors Inc. boosted its stake in Schwab U.S. REIT ETF by 21.7% in the 1st quarter. Cambridge Investment Research Advisors Inc. now owns 46,143 shares of the company’s stock worth $993,000 after purchasing an additional 8,226 shares during the period. Sumitomo Mitsui Trust Group Inc. bought a new position in Schwab U.S. REIT ETF in the 1st quarter worth about $267,000. Portland Financial Advisors Inc boosted its stake in Schwab U.S. REIT ETF by 6.4% in the 1st quarter. Portland Financial Advisors Inc now owns 21,133 shares of the company’s stock worth $455,000 after purchasing an additional 1,265 shares during the period. Atria Wealth Solutions Inc. boosted its stake in Schwab U.S. REIT ETF by 5.2% in the 1st quarter. Atria Wealth Solutions Inc. now owns 21,415 shares of the company’s stock worth $461,000 after purchasing an additional 1,056 shares during the period. Finally, Ameritas Advisory Services LLC bought a new position in Schwab U.S. REIT ETF in the 2nd quarter worth about $94,000.

Schwab U.S. REIT ETF Stock Up 0.9%

Shares of NYSEARCA SCHH opened at $21.78 on Tuesday. Schwab U.S. REIT ETF has a 52 week low of $18.25 and a 52 week high of $23.42. The business has a 50-day simple moving average of $21.38 and a two-hundred day simple moving average of $21.14. The company has a market cap of $8.50 billion, a P/E ratio of 34.50 and a beta of 0.92.

Schwab U.S. REIT ETF Company Profile

(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.

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

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