Chicago Partners Investment Group LLC Has $1.28 Million Holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Chicago Partners Investment Group LLC trimmed its holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 1.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 61,601 shares of the company’s stock after selling 1,180 shares during the period. Chicago Partners Investment Group LLC’s holdings in Schwab U.S. REIT ETF were worth $1,275,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Asset Dedication LLC raised its holdings in Schwab U.S. REIT ETF by 36.9% in the 3rd quarter. Asset Dedication LLC now owns 1,650 shares of the company’s stock valued at $38,000 after acquiring an additional 445 shares during the period. B. Riley Wealth Advisors Inc. increased its stake in shares of Schwab U.S. REIT ETF by 3.4% during the third quarter. B. Riley Wealth Advisors Inc. now owns 15,987 shares of the company’s stock worth $366,000 after purchasing an additional 530 shares during the period. Braun Bostich & Associates Inc. lifted its holdings in Schwab U.S. REIT ETF by 0.8% during the 4th quarter. Braun Bostich & Associates Inc. now owns 73,288 shares of the company’s stock worth $1,543,000 after purchasing an additional 598 shares during the last quarter. Creative Financial Designs Inc. ADV boosted its stake in Schwab U.S. REIT ETF by 4.3% in the 3rd quarter. Creative Financial Designs Inc. ADV now owns 14,602 shares of the company’s stock valued at $338,000 after purchasing an additional 602 shares during the period. Finally, Modera Wealth Management LLC grew its holdings in Schwab U.S. REIT ETF by 0.7% in the 3rd quarter. Modera Wealth Management LLC now owns 89,719 shares of the company’s stock valued at $2,079,000 after buying an additional 634 shares in the last quarter.

Schwab U.S. REIT ETF Stock Performance

SCHH opened at $21.22 on Monday. The stock has a fifty day moving average of $21.52 and a 200-day moving average of $22.08. The company has a market capitalization of $6.73 billion, a P/E ratio of 26.49 and a beta of 0.97. Schwab U.S. REIT ETF has a fifty-two week low of $18.45 and a fifty-two week high of $23.66.

About Schwab U.S. REIT ETF

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.