Moisand Fitzgerald Tamayo LLC Trims Stock Holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Moisand Fitzgerald Tamayo LLC lowered its holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 4.8% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 221,536 shares of the company’s stock after selling 11,203 shares during the period. Schwab U.S. REIT ETF comprises 0.7% of Moisand Fitzgerald Tamayo LLC’s portfolio, making the stock its 21st largest position. Moisand Fitzgerald Tamayo LLC’s holdings in Schwab U.S. REIT ETF were worth $4,666,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Stifel Financial Corp boosted its holdings in Schwab U.S. REIT ETF by 6.5% in the third quarter. Stifel Financial Corp now owns 33,701 shares of the company’s stock valued at $781,000 after purchasing an additional 2,044 shares during the last quarter. JPMorgan Chase & Co. boosted its holdings in Schwab U.S. REIT ETF by 190.9% in the third quarter. JPMorgan Chase & Co. now owns 76,283 shares of the company’s stock valued at $1,767,000 after purchasing an additional 50,060 shares during the last quarter. Lifeworks Advisors LLC bought a new position in Schwab U.S. REIT ETF during the 3rd quarter worth approximately $278,000. Orion Portfolio Solutions LLC lifted its holdings in Schwab U.S. REIT ETF by 19.4% during the 3rd quarter. Orion Portfolio Solutions LLC now owns 43,780 shares of the company’s stock worth $1,014,000 after buying an additional 7,108 shares during the last quarter. Finally, Blue Trust Inc. bought a new position in Schwab U.S. REIT ETF during the 3rd quarter worth approximately $39,000.

Schwab U.S. REIT ETF Stock Down 0.6 %

NYSEARCA:SCHH opened at $21.58 on Monday. The business’s 50 day moving average is $21.17 and its two-hundred day moving average is $22.11. Schwab U.S. REIT ETF has a 52 week low of $18.45 and a 52 week high of $23.66. The company has a market cap of $6.85 billion, a PE ratio of 26.49 and a beta of 0.97.

Schwab U.S. REIT ETF Company 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.