Whelan Financial Sells 7,010 Shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Whelan Financial reduced its position in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 24.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 21,258 shares of the company’s stock after selling 7,010 shares during the quarter. Schwab U.S. REIT ETF comprises 0.2% of Whelan Financial’s holdings, making the stock its 26th biggest position. Whelan Financial’s holdings in Schwab U.S. REIT ETF were worth $440,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Baltimore Washington Financial Advisors Inc. bought a new stake in Schwab U.S. REIT ETF during the 1st quarter worth about $4,052,000. Citigroup Inc. increased its stake in shares of Schwab U.S. REIT ETF by 836.1% in the 3rd quarter. Citigroup Inc. now owns 2,153 shares of the company’s stock valued at $38,000 after acquiring an additional 1,923 shares during the last quarter. CVA Family Office LLC bought a new stake in shares of Schwab U.S. REIT ETF in the 4th quarter valued at about $47,000. Comerica Bank bought a new stake in shares of Schwab U.S. REIT ETF in the 3rd quarter valued at about $41,000. Finally, Bank of Montreal Can increased its stake in shares of Schwab U.S. REIT ETF by 66.9% in the 2nd quarter. Bank of Montreal Can now owns 2,594 shares of the company’s stock valued at $56,000 after acquiring an additional 1,040 shares during the last quarter.

Schwab U.S. REIT ETF Trading Up 0.6 %

Shares of SCHH stock traded up $0.13 on Thursday, reaching $20.30. The company had a trading volume of 2,897,628 shares, compared to its average volume of 3,198,525. The stock has a market cap of $6.14 billion, a PE ratio of 29.86 and a beta of 0.92. The company has a 50-day moving average of $19.95 and a 200-day moving average of $19.24. Schwab U.S. REIT ETF has a 12 month low of $16.63 and a 12 month high of $20.95.

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.