Sensible Financial Planning & Management LLC. Has $6.61 Million Stock Holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Sensible Financial Planning & Management LLC. boosted its holdings in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 7.9% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 319,366 shares of the company’s stock after acquiring an additional 23,387 shares during the period. Schwab U.S. REIT ETF accounts for 1.6% of Sensible Financial Planning & Management LLC.’s portfolio, making the stock its 15th largest position. Sensible Financial Planning & Management LLC.’s holdings in Schwab U.S. REIT ETF were worth $6,614,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. Ballast Advisors LLC boosted its position in shares of Schwab U.S. REIT ETF by 0.7% during the third quarter. Ballast Advisors LLC now owns 84,917 shares of the company’s stock worth $1,507,000 after purchasing an additional 601 shares in the last quarter. Armor Investment Advisors LLC boosted its position in shares of Schwab U.S. REIT ETF by 5.6% during the third quarter. Armor Investment Advisors LLC now owns 12,367 shares of the company’s stock worth $220,000 after purchasing an additional 659 shares in the last quarter. Larson Financial Group LLC boosted its position in shares of Schwab U.S. REIT ETF by 84.2% during the fourth quarter. Larson Financial Group LLC now owns 1,483 shares of the company’s stock worth $31,000 after purchasing an additional 678 shares in the last quarter. D.B. Root & Company LLC boosted its position in shares of Schwab U.S. REIT ETF by 2.8% during the third quarter. D.B. Root & Company LLC now owns 25,160 shares of the company’s stock worth $447,000 after purchasing an additional 693 shares in the last quarter. Finally, WealthShield Partners LLC boosted its position in shares of Schwab U.S. REIT ETF by 2.3% during the third quarter. WealthShield Partners LLC now owns 30,898 shares of the company’s stock worth $548,000 after purchasing an additional 704 shares in the last quarter.

Schwab U.S. REIT ETF Price Performance

Shares of NYSEARCA SCHH remained flat at $18.96 during midday trading on Wednesday. 3,391,987 shares of the stock were exchanged, compared to its average volume of 3,441,544. The stock 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. The business’s 50 day moving average is $19.78 and its 200-day moving average is $19.41.

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.