AE Wealth Management LLC Has $114,000 Stock Holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

AE Wealth Management LLC raised its holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 13.4% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 5,307 shares of the company’s stock after purchasing an additional 627 shares during the quarter. AE Wealth Management LLC’s holdings in Schwab U.S. REIT ETF were worth $114,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of SCHH. Brighton Jones LLC acquired a new stake in shares of Schwab U.S. REIT ETF in the 4th quarter valued at $208,000. JPMorgan Chase & Co. boosted its holdings in shares of Schwab U.S. REIT ETF by 2.4% in the 4th quarter. JPMorgan Chase & Co. now owns 78,093 shares of the company’s stock valued at $1,645,000 after purchasing an additional 1,810 shares in the last quarter. Blair William & Co. IL boosted its holdings in shares of Schwab U.S. REIT ETF by 22.8% in the 4th quarter. Blair William & Co. IL now owns 3,774 shares of the company’s stock valued at $79,000 after purchasing an additional 700 shares in the last quarter. Orion Portfolio Solutions LLC boosted its holdings in shares of Schwab U.S. REIT ETF by 20.8% in the 4th quarter. Orion Portfolio Solutions LLC now owns 52,892 shares of the company’s stock valued at $1,114,000 after purchasing an additional 9,112 shares in the last quarter. Finally, National Bank of Canada FI boosted its holdings in shares of Schwab U.S. REIT ETF by 1.8% in the 4th quarter. National Bank of Canada FI now owns 391,409 shares of the company’s stock valued at $8,243,000 after purchasing an additional 7,030 shares in the last quarter.

Schwab U.S. REIT ETF Stock Performance

Shares of SCHH stock opened at $20.88 on Friday. The stock’s fifty day moving average price is $21.29 and its two-hundred day moving average price is $21.19. The company has a market cap of $7.94 billion, a PE ratio of 34.50 and a beta of 0.92. Schwab U.S. REIT ETF has a fifty-two week low of $18.25 and a fifty-two week high of $23.66.

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.