JMG Financial Group Ltd. Has $2.57 Million Stock Position in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

JMG Financial Group Ltd. lowered its stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 13.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 110,745 shares of the company’s stock after selling 17,532 shares during the period. JMG Financial Group Ltd.’s holdings in Schwab U.S. REIT ETF were worth $2,566,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Asset Dedication LLC lifted its holdings in Schwab U.S. REIT ETF by 36.9% in the third quarter. Asset Dedication LLC now owns 1,650 shares of the company’s stock valued at $38,000 after buying an additional 445 shares during the period. Evergreen Capital Management LLC boosted its position in shares of Schwab U.S. REIT ETF by 1.6% during the second quarter. Evergreen Capital Management LLC now owns 29,934 shares of the company’s stock worth $603,000 after purchasing an additional 467 shares in the last quarter. Tempus Wealth Planning LLC grew its holdings in shares of Schwab U.S. REIT ETF by 1.0% in the 2nd quarter. Tempus Wealth Planning LLC now owns 55,126 shares of the company’s stock valued at $1,101,000 after buying an additional 542 shares during the period. Wakefield Asset Management LLLP increased its position in shares of Schwab U.S. REIT ETF by 2.2% in the 2nd quarter. Wakefield Asset Management LLLP now owns 29,371 shares of the company’s stock valued at $587,000 after buying an additional 645 shares in the last quarter. Finally, Lodestar Private Asset Management LLC increased its position in shares of Schwab U.S. REIT ETF by 3.0% in the 2nd quarter. Lodestar Private Asset Management LLC now owns 22,679 shares of the company’s stock valued at $453,000 after buying an additional 654 shares in the last quarter.

Schwab U.S. REIT ETF Trading Up 1.0 %

NYSEARCA:SCHH opened at $23.00 on Thursday. The stock has a 50-day moving average price of $22.76 and a two-hundred day moving average price of $20.97. Schwab U.S. REIT ETF has a 1 year low of $16.63 and a 1 year high of $23.66. The stock has a market cap of $7.30 billion, a price-to-earnings ratio of 26.49 and a beta of 0.97.

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.