Schwab U.S. REIT ETF (NYSEARCA:SCHH) is Creative Planning’s 10th Largest Position

Creative Planning cut its holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 4.8% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 14,653,535 shares of the company’s stock after selling 731,803 shares during the quarter. Schwab U.S. REIT ETF makes up about 2.2% of Creative Planning’s investment portfolio, making the stock its 10th largest position. Creative Planning owned approximately 0.12% of Schwab U.S. REIT ETF worth $651,203,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in SCHH. Financial Engines Advisors L.L.C. lifted its stake in Schwab U.S. REIT ETF by 578.0% in the first quarter. Financial Engines Advisors L.L.C. now owns 9,018,438 shares of the company’s stock worth $400,679,000 after acquiring an additional 7,688,372 shares during the period. PNC Financial Services Group Inc. lifted its position in shares of Schwab U.S. REIT ETF by 53.2% during the first quarter. PNC Financial Services Group Inc. now owns 2,352,364 shares of the company’s stock valued at $104,516,000 after buying an additional 817,098 shares during the last quarter. US Bancorp DE lifted its position in shares of Schwab U.S. REIT ETF by 26.0% during the first quarter. US Bancorp DE now owns 1,820,302 shares of the company’s stock valued at $80,876,000 after buying an additional 375,442 shares during the last quarter. Envestnet Asset Management Inc. lifted its position in shares of Schwab U.S. REIT ETF by 116.9% during the first quarter. Envestnet Asset Management Inc. now owns 560,567 shares of the company’s stock valued at $24,906,000 after buying an additional 302,108 shares during the last quarter. Finally, JPMorgan Chase & Co. lifted its position in shares of Schwab U.S. REIT ETF by 9.4% during the first quarter. JPMorgan Chase & Co. now owns 3,281,694 shares of the company’s stock valued at $145,806,000 after buying an additional 281,373 shares during the last quarter.

SCHH stock opened at $44.44 on Tuesday. The firm’s 50-day moving average price is $45.22. Schwab U.S. REIT ETF has a one year low of $36.73 and a one year high of $46.49.

Featured Article: Market Perform

Want to see what other hedge funds are holding SCHH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. REIT ETF (NYSEARCA:SCHH).

Institutional Ownership by Quarter for Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Receive News & Ratings for Schwab U.S. REIT ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. REIT ETF and related companies with MarketBeat.com's FREE daily email newsletter.