Schwab U.S. REIT ETF $SCHH Stock Position Lifted by Morningstar Investment Management LLC

Morningstar Investment Management LLC grew its position in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 11.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 565,481 shares of the company’s stock after buying an additional 57,444 shares during the period. Schwab U.S. REIT ETF comprises 0.7% of Morningstar Investment Management LLC’s portfolio, making the stock its 23rd largest position. Morningstar Investment Management LLC’s holdings in Schwab U.S. REIT ETF were worth $11,813,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of SCHH. Brighton Jones LLC bought a new position in Schwab U.S. REIT ETF during the 4th quarter worth approximately $208,000. Royal Bank of Canada lifted its holdings in shares of Schwab U.S. REIT ETF by 140.7% in the 1st quarter. Royal Bank of Canada now owns 127,006 shares of the company’s stock worth $2,732,000 after purchasing an additional 74,243 shares during the last quarter. Integrated Wealth Concepts LLC lifted its holdings in shares of Schwab U.S. REIT ETF by 16.5% in the 1st quarter. Integrated Wealth Concepts LLC now owns 22,767 shares of the company’s stock worth $490,000 after purchasing an additional 3,222 shares during the last quarter. NewEdge Advisors LLC lifted its holdings in shares of Schwab U.S. REIT ETF by 313.8% in the 1st quarter. NewEdge Advisors LLC now owns 1,324 shares of the company’s stock worth $28,000 after purchasing an additional 1,004 shares during the last quarter. Finally, Jane Street Group LLC lifted its holdings in shares of Schwab U.S. REIT ETF by 734.2% in the 1st quarter. Jane Street Group LLC now owns 117,136 shares of the company’s stock worth $2,520,000 after purchasing an additional 103,094 shares during the last quarter.

Schwab U.S. REIT ETF Stock Performance

Shares of NYSEARCA SCHH opened at $23.69 on Monday. The company has a market cap of $10.05 billion, a price-to-earnings ratio of 34.50 and a beta of 0.97. Schwab U.S. REIT ETF has a 12-month low of $20.59 and a 12-month high of $23.80. The stock’s 50 day simple moving average is $22.65 and its 200 day simple moving average is $21.95.

Schwab U.S. REIT ETF 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.