EP Wealth Advisors LLC Increases Stake in Schwab U.S. REIT ETF $SCHH

EP Wealth Advisors LLC increased its stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 23.2% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,966 shares of the company’s stock after purchasing an additional 2,068 shares during the period. EP Wealth Advisors LLC’s holdings in Schwab U.S. REIT ETF were worth $236,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. Financial Engines Advisors L.L.C. raised its holdings in shares of Schwab U.S. REIT ETF by 0.6% in the first quarter. Financial Engines Advisors L.L.C. now owns 54,164,614 shares of the company’s stock worth $1,165,081,000 after buying an additional 337,472 shares during the last quarter. US Bancorp DE increased its position in shares of Schwab U.S. REIT ETF by 4.8% in the 1st quarter. US Bancorp DE now owns 29,816,470 shares of the company’s stock valued at $641,357,000 after acquiring an additional 1,371,461 shares during the period. Envestnet Portfolio Solutions Inc. increased its position in shares of Schwab U.S. REIT ETF by 3.4% in the 1st quarter. Envestnet Portfolio Solutions Inc. now owns 7,480,975 shares of the company’s stock valued at $160,916,000 after acquiring an additional 246,540 shares during the period. Rational Advisors Inc. raised its stake in Schwab U.S. REIT ETF by 7.4% in the 1st quarter. Rational Advisors Inc. now owns 1,772,703 shares of the company’s stock worth $38,131,000 after acquiring an additional 122,079 shares during the last quarter. Finally, Benjamin Edwards Inc. lifted its position in Schwab U.S. REIT ETF by 69.3% during the 1st quarter. Benjamin Edwards Inc. now owns 1,503,329 shares of the company’s stock worth $32,337,000 after acquiring an additional 615,288 shares during the period.

Schwab U.S. REIT ETF Stock Performance

Schwab U.S. REIT ETF stock opened at $21.47 on Wednesday. The business’s 50-day simple moving average is $21.28 and its two-hundred day simple moving average is $21.16. The company has a market cap of $8.21 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.