Schwab U.S. REIT ETF (NYSEARCA:SCHH) Shares Sold by Rockbridge Investment Management LCC

Posted by Don Miller on Mar 27th, 2025

Rockbridge Investment Management LCC trimmed its holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 19.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 79,789 shares of the company’s stock after selling 19,760 shares during the quarter. Rockbridge Investment Management LCC’s holdings in Schwab U.S. REIT ETF were worth $1,680,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. FMR LLC lifted its holdings in shares of Schwab U.S. REIT ETF by 49,667.6% in the third quarter. FMR LLC now owns 24,645,889 shares of the company’s stock valued at $571,045,000 after buying an additional 24,596,367 shares during the period. Brooklyn FI LLC lifted its holdings in shares of Schwab U.S. REIT ETF by 6,300.2% during the fourth quarter. Brooklyn FI LLC now owns 7,689,304 shares of the company’s stock valued at $171,853,000 after purchasing an additional 7,569,163 shares during the last quarter. Financial Engines Advisors L.L.C. boosted its position in shares of Schwab U.S. REIT ETF by 1.7% in the 4th quarter. Financial Engines Advisors L.L.C. now owns 53,827,142 shares of the company’s stock valued at $1,133,600,000 after purchasing an additional 909,210 shares during the period. US Bancorp DE boosted its position in shares of Schwab U.S. REIT ETF by 3.1% in the 4th quarter. US Bancorp DE now owns 28,445,009 shares of the company’s stock valued at $599,055,000 after purchasing an additional 850,612 shares during the period. Finally, Benjamin Edwards Inc. increased its stake in Schwab U.S. REIT ETF by 9,727.8% in the 3rd quarter. Benjamin Edwards Inc. now owns 856,099 shares of the company’s stock worth $19,834,000 after purchasing an additional 847,388 shares in the last quarter.

Schwab U.S. REIT ETF Trading Up 0.5 %

SCHH stock opened at $21.32 on Thursday. Schwab U.S. REIT ETF has a one year low of $18.45 and a one year high of $23.66. The firm has a 50-day moving average of $21.50 and a two-hundred day moving average of $22.02. The firm has a market capitalization of $7.48 billion, a PE ratio of 32.19 and a beta of 1.06.

Schwab U.S. REIT ETF Cuts Dividend

The company also recently declared a dividend, which will be paid on Monday, March 31st. Investors of record on Wednesday, March 26th will be given a $0.0985 dividend. The ex-dividend date is Wednesday, March 26th.

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.