Waterloo Capital L.P. Decreases Stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Waterloo Capital L.P. cut its holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 6.4% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 34,411 shares of the company’s stock after selling 2,338 shares during the period. Waterloo Capital L.P.’s holdings in Schwab U.S. REIT ETF were worth $687,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also 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 2.8% in the 1st quarter. Charles Schwab Investment Advisory Inc. now owns 53,860,915 shares of the company’s stock worth $1,093,377,000 after buying an additional 1,472,209 shares in the last quarter. US Bancorp DE lifted its holdings in Schwab U.S. REIT ETF by 4.6% in the 2nd quarter. US Bancorp DE now owns 27,274,731 shares of the company’s stock valued at $544,680,000 after purchasing an additional 1,201,620 shares in the last quarter. Envestnet Portfolio Solutions Inc. lifted its holdings in Schwab U.S. REIT ETF by 7.6% in the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 6,837,684 shares of the company’s stock valued at $136,549,000 after purchasing an additional 480,848 shares in the last quarter. Moisand Fitzgerald Tamayo LLC lifted its holdings in Schwab U.S. REIT ETF by 9.4% in the 1st quarter. Moisand Fitzgerald Tamayo LLC now owns 1,244,689 shares of the company’s stock valued at $25,267,000 after purchasing an additional 106,505 shares in the last quarter. Finally, Hantz Financial Services Inc. purchased a new position in Schwab U.S. REIT ETF in the 2nd quarter valued at about $23,895,000.

Schwab U.S. REIT ETF Trading Down 0.2 %

NYSEARCA:SCHH opened at $23.31 on Thursday. The firm has a market cap of $7.40 billion, a price-to-earnings ratio of 26.49 and a beta of 0.97. The company’s 50-day moving average is $21.96 and its two-hundred day moving average is $20.48. Schwab U.S. REIT ETF has a 12-month low of $16.63 and a 12-month high of $23.66.

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.