39,242 Schwab U.S. REIT ETF $SCHH Shares Purchased by ZynergyRetirementPlanningLLC

ZynergyRetirementPlanningLLC raised its stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 4.8% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 859,959 shares of the company’s stock after buying an additional 39,242 shares during the period. Schwab U.S. REIT ETF makes up 10.1% of ZynergyRetirementPlanningLLC’s investment portfolio, making the stock its 4th biggest position. ZynergyRetirementPlanningLLC’s holdings in Schwab U.S. REIT ETF were worth $18,953,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the company. Waverly Advisors LLC grew its holdings in Schwab U.S. REIT ETF by 2,599.4% in the first quarter. Waverly Advisors LLC now owns 746,140 shares of the company’s stock worth $16,035,000 after purchasing an additional 718,499 shares during the period. Envestnet Asset Management Inc. grew its holdings in Schwab U.S. REIT ETF by 6.4% during the second quarter. Envestnet Asset Management Inc. now owns 11,756,832 shares of the company’s stock worth $278,402,000 after buying an additional 712,099 shares in the last quarter. Amicus Financial Advisors LLC purchased a new stake in shares of Schwab U.S. REIT ETF in the fourth quarter valued at about $7,243,000. Manning & Napier Advisors LLC boosted its stake in shares of Schwab U.S. REIT ETF by 44.4% in the 1st quarter. Manning & Napier Advisors LLC now owns 709,478 shares of the company’s stock worth $15,247,000 after buying an additional 218,099 shares during the last quarter. Finally, Flatrock Wealth Partners LLC bought a new position in Schwab U.S. REIT ETF in the 1st quarter valued at $3,192,000.

Schwab U.S. REIT ETF Stock Performance

NYSEARCA:SCHH traded up $0.14 during trading hours on Thursday, reaching $21.89. The stock had a trading volume of 13,530,726 shares, compared to its average volume of 7,814,450. Schwab U.S. REIT ETF has a 12-month low of $20.63 and a 12-month high of $25.03. The stock has a 50 day simple moving average of $23.33 and a 200 day simple moving average of $23.34. The stock has a market cap of $10.57 billion, a P/E ratio of 34.50 and a beta of 0.93.

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.