Sensible Financial Planning & Management LLC. Increases Holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Sensible Financial Planning & Management LLC. lifted its position in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 7.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 319,366 shares of the company’s stock after purchasing an additional 23,387 shares during the quarter. Schwab U.S. REIT ETF comprises 1.6% of Sensible Financial Planning & Management LLC.’s holdings, making the stock its 15th largest position. Sensible Financial Planning & Management LLC. owned approximately 0.11% of Schwab U.S. REIT ETF worth $6,614,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Grove Bank & Trust raised its stake in shares of Schwab U.S. REIT ETF by 315.7% in the fourth quarter. Grove Bank & Trust now owns 12,050 shares of the company’s stock worth $250,000 after purchasing an additional 9,151 shares during the last quarter. Koshinski Asset Management Inc. raised its stake in shares of Schwab U.S. REIT ETF by 29.6% in the fourth quarter. Koshinski Asset Management Inc. now owns 23,217 shares of the company’s stock worth $481,000 after purchasing an additional 5,299 shares during the last quarter. Global Retirement Partners LLC raised its position in Schwab U.S. REIT ETF by 13.9% during the fourth quarter. Global Retirement Partners LLC now owns 11,999 shares of the company’s stock valued at $245,000 after acquiring an additional 1,464 shares in the last quarter. Thompson Investment Management Inc. raised its position in Schwab U.S. REIT ETF by 465.2% during the fourth quarter. Thompson Investment Management Inc. now owns 10,027 shares of the company’s stock valued at $208,000 after acquiring an additional 8,253 shares in the last quarter. Finally, Perigon Wealth Management LLC raised its position in Schwab U.S. REIT ETF by 3.5% during the fourth quarter. Perigon Wealth Management LLC now owns 114,227 shares of the company’s stock valued at $2,366,000 after acquiring an additional 3,822 shares in the last quarter.

Schwab U.S. REIT ETF Stock Performance

SCHH stock remained flat at $18.96 during trading on Wednesday. The company had a trading volume of 3,391,987 shares, compared to its average volume of 3,441,544. The stock’s 50-day moving average is $19.78 and its 200-day moving average is $19.41. The firm has a market capitalization of $6.08 billion, a P/E ratio of 26.71 and a beta of 0.99. Schwab U.S. REIT ETF has a 52 week low of $16.63 and a 52 week high of $20.95.

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.