Altfest L J & Co. Inc. Sells 6,289 Shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Altfest L J & Co. Inc. decreased its holdings in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 14.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 36,198 shares of the company’s stock after selling 6,289 shares during the period. Altfest L J & Co. Inc.’s holdings in Schwab U.S. REIT ETF were worth $750,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the business. Charles Schwab Investment Advisory Inc. boosted its position in shares of Schwab U.S. REIT ETF by 103.5% during the first quarter. Charles Schwab Investment Advisory Inc. now owns 48,156,520 shares of the company’s stock valued at $1,198,616,000 after buying an additional 24,488,897 shares during the last quarter. Charles Schwab Investment Management Inc. raised its holdings in shares of Schwab U.S. REIT ETF by 142.1% in the first quarter. Charles Schwab Investment Management Inc. now owns 18,278,255 shares of the company’s stock valued at $454,946,000 after purchasing an additional 10,728,461 shares during the last quarter. Envestnet Portfolio Solutions Inc. bought a new position in shares of Schwab U.S. REIT ETF during the third quarter valued at about $105,854,000. BlackRock Inc. boosted its holdings in Schwab U.S. REIT ETF by 401,736.5% during the first quarter. BlackRock Inc. now owns 3,327,206 shares of the company’s stock worth $64,881,000 after purchasing an additional 3,326,378 shares during the last quarter. Finally, Financial Engines Advisors L.L.C. grew its position in Schwab U.S. REIT ETF by 4.2% in the 3rd quarter. Financial Engines Advisors L.L.C. now owns 47,357,977 shares of the company’s stock worth $840,604,000 after purchasing an additional 1,921,502 shares in the last quarter.

Schwab U.S. REIT ETF Stock Performance

Shares of Schwab U.S. REIT ETF stock traded up $0.09 during mid-day trading on Thursday, hitting $20.26. 1,464,264 shares of the stock were exchanged, compared to its average volume of 3,174,194. The company has a market capitalization of $6.13 billion, a P/E ratio of 29.86 and a beta of 0.92. The company has a 50-day simple moving average of $19.94 and a 200 day simple moving average of $19.23. Schwab U.S. REIT ETF has a 12 month low of $16.63 and a 12 month high of $20.95.

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.