Atria Wealth Solutions Inc. Purchases 2,919 Shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Atria Wealth Solutions Inc. lifted its position in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 15.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 21,751 shares of the company’s stock after acquiring an additional 2,919 shares during the period. Atria Wealth Solutions Inc.’s holdings in Schwab U.S. REIT ETF were worth $450,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Envestnet Portfolio Solutions Inc. purchased a new position in shares of Schwab U.S. REIT ETF during the third quarter valued at approximately $105,854,000. Cerity Partners LLC boosted its holdings in Schwab U.S. REIT ETF by 165.7% in the fourth quarter. Cerity Partners LLC now owns 5,910,260 shares of the company’s stock worth $122,401,000 after acquiring an additional 3,685,437 shares in the last quarter. Charles Schwab Investment Advisory Inc. grew its stake in shares of Schwab U.S. REIT ETF by 4.1% in the third quarter. Charles Schwab Investment Advisory Inc. now owns 51,402,992 shares of the company’s stock worth $912,403,000 after acquiring an additional 2,010,996 shares during the last quarter. Financial Engines Advisors L.L.C. increased its holdings in shares of Schwab U.S. REIT ETF by 4.2% during the third quarter. Financial Engines Advisors L.L.C. now owns 47,357,977 shares of the company’s stock valued at $840,604,000 after acquiring an additional 1,921,502 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. raised its position in shares of Schwab U.S. REIT ETF by 6.9% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 25,368,131 shares of the company’s stock worth $450,284,000 after purchasing an additional 1,633,614 shares during the last quarter.

Schwab U.S. REIT ETF Price Performance

Shares of Schwab U.S. REIT ETF stock opened at $19.22 on Tuesday. The stock has a market cap of $6.10 billion, a price-to-earnings ratio of 26.49 and a beta of 0.97. Schwab U.S. REIT ETF has a 1 year low of $16.63 and a 1 year high of $20.95. The firm’s 50-day moving average is $19.64 and its 200 day moving average is $19.49.

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.