Pacific Capital Wealth Advisors Inc. Has $2.25 Million Holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Pacific Capital Wealth Advisors Inc. lifted its position in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 3.5% in the 4th quarter, Holdings Channel reports. The fund owned 108,447 shares of the company’s stock after buying an additional 3,678 shares during the period. Schwab U.S. REIT ETF makes up approximately 0.6% of Pacific Capital Wealth Advisors Inc.’s investment portfolio, making the stock its 26th biggest holding. Pacific Capital Wealth Advisors Inc.’s holdings in Schwab U.S. REIT ETF were worth $2,246,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in SCHH. Envestnet Portfolio Solutions Inc. purchased a new stake in shares of Schwab U.S. REIT ETF in the third quarter valued at $105,854,000. Cerity Partners LLC lifted its stake in Schwab U.S. REIT ETF by 165.7% in the 4th 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. lifted its stake in Schwab U.S. REIT ETF by 4.1% in the 3rd 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 in the last quarter. Financial Engines Advisors L.L.C. boosted its position in Schwab U.S. REIT ETF by 4.2% during the 3rd quarter. Financial Engines Advisors L.L.C. now owns 47,357,977 shares of the company’s stock worth $840,604,000 after acquiring an additional 1,921,502 shares during the period. Finally, Charles Schwab Investment Management Inc. grew its stake in Schwab U.S. REIT ETF by 6.9% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 25,368,131 shares of the company’s stock valued at $450,284,000 after acquiring an additional 1,633,614 shares in the last quarter.

Schwab U.S. REIT ETF Stock Down 0.8 %

Shares of SCHH traded down $0.15 during trading hours on Wednesday, reaching $19.23. The company’s stock had a trading volume of 2,445,580 shares, compared to its average volume of 3,527,514. The firm has a market cap of $6.10 billion, a price-to-earnings ratio of 26.49 and a beta of 0.97. The company has a 50 day moving average of $19.62 and a two-hundred day moving average of $19.50. Schwab U.S. REIT ETF has a 1-year low of $16.63 and a 1-year 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.