Williams Financial LLC Buys Shares of 230,952 Schwab U.S. REIT ETF $SCHH

Williams Financial LLC acquired a new position in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 230,952 shares of the company’s stock, valued at approximately $4,825,000. Schwab U.S. REIT ETF accounts for about 2.8% of Williams Financial LLC’s holdings, making the stock its 9th largest holding. Williams Financial LLC owned approximately 0.05% of Schwab U.S. REIT ETF at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in SCHH. Nations Financial Group Inc. IA ADV acquired a new position in shares of Schwab U.S. REIT ETF in the 3rd quarter valued at about $555,000. Compound Planning Inc. acquired a new position in shares of Schwab U.S. REIT ETF in the 3rd quarter valued at about $13,565,000. Dorato Capital Management acquired a new position in shares of Schwab U.S. REIT ETF in the 4th quarter valued at about $586,000. Courage Miller Partners LLC lifted its holdings in shares of Schwab U.S. REIT ETF by 6.4% in the 3rd quarter. Courage Miller Partners LLC now owns 514,416 shares of the company’s stock valued at $11,092,000 after buying an additional 31,164 shares during the period. Finally, Clearstead Advisors LLC lifted its holdings in shares of Schwab U.S. REIT ETF by 1,456.8% in the 3rd quarter. Clearstead Advisors LLC now owns 150,212 shares of the company’s stock valued at $3,240,000 after buying an additional 140,563 shares during the period.

Schwab U.S. REIT ETF Stock Down 0.6%

Shares of SCHH stock opened at $23.24 on Tuesday. The stock has a market cap of $9.86 billion, a PE ratio of 34.50 and a beta of 0.97. The business has a 50-day simple moving average of $22.47 and a 200-day simple moving average of $21.76. Schwab U.S. REIT ETF has a 52-week low of $20.56 and a 52-week high of $23.51.

About Schwab U.S. REIT ETF

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.