Stableford Capital II LLC Decreases Stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Stableford Capital II LLC lessened its holdings in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 68.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 20,081 shares of the company’s stock after selling 42,871 shares during the quarter. Stableford Capital II LLC’s holdings in Schwab U.S. REIT ETF were worth $423,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Brio Consultants LLC grew its position in shares of Schwab U.S. REIT ETF by 1.0% in the fourth quarter. Brio Consultants LLC now owns 102,291 shares of the company’s stock valued at $2,154,000 after purchasing an additional 963 shares in the last quarter. Upper Left Wealth Management LLC grew its holdings in Schwab U.S. REIT ETF by 0.6% in the 4th quarter. Upper Left Wealth Management LLC now owns 203,912 shares of the company’s stock valued at $4,294,000 after buying an additional 1,261 shares in the last quarter. White & Co Financial Planning Inc purchased a new stake in Schwab U.S. REIT ETF in the 4th quarter valued at $5,150,000. M Wealth Management LLC acquired a new stake in shares of Schwab U.S. REIT ETF in the 4th quarter worth $663,000. Finally, Foster & Motley Inc. raised its holdings in shares of Schwab U.S. REIT ETF by 0.7% during the 4th quarter. Foster & Motley Inc. now owns 904,666 shares of the company’s stock worth $19,052,000 after acquiring an additional 6,633 shares during the period.

Schwab U.S. REIT ETF Trading Down 0.3 %

Shares of SCHH opened at $21.22 on Friday. Schwab U.S. REIT ETF has a 12-month low of $18.45 and a 12-month high of $23.66. The firm has a market capitalization of $6.73 billion, a P/E ratio of 26.49 and a beta of 0.97. The firm has a 50-day moving average price of $21.55 and a 200 day moving average price of $22.07.

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.