Schwab U.S. REIT ETF $SCHH Shares Sold by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC lessened its holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 76.3% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 20,303 shares of the company’s stock after selling 65,225 shares during the period. Kingswood Wealth Advisors LLC’s holdings in Schwab U.S. REIT ETF were worth $447,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the business. Waverly Advisors LLC grew its stake in Schwab U.S. REIT ETF by 2,599.4% during the first quarter. Waverly Advisors LLC now owns 746,140 shares of the company’s stock valued at $16,035,000 after acquiring an additional 718,499 shares in the last quarter. Envestnet Asset Management Inc. boosted its stake in Schwab U.S. REIT ETF by 6.4% during the second quarter. Envestnet Asset Management Inc. now owns 11,756,832 shares of the company’s stock valued at $278,402,000 after buying an additional 712,099 shares during the last quarter. Courage Miller Partners LLC purchased a new stake in shares of Schwab U.S. REIT ETF during the 3rd quarter worth approximately $11,471,000. Wealth Management Resources Inc. purchased a new position in shares of Schwab U.S. REIT ETF in the third quarter valued at $9,249,000. Finally, Manning & Napier Advisors LLC grew its holdings in shares of Schwab U.S. REIT ETF by 44.4% in the first quarter. Manning & Napier Advisors LLC now owns 709,478 shares of the company’s stock valued at $15,247,000 after purchasing an additional 218,099 shares in the last quarter.

Schwab U.S. REIT ETF Price Performance

SCHH stock opened at $23.05 on Friday. Schwab U.S. REIT ETF has a 52 week low of $20.63 and a 52 week high of $25.03. The firm has a market capitalization of $11.06 billion, a P/E ratio of 34.50 and a beta of 0.93. The company has a fifty day simple moving average of $22.83 and a two-hundred day simple moving average of $23.00.

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.