Everhart Financial Group Inc. cut its stake in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 2.5% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 20,472 shares of the company’s stock after selling 523 shares during the period. Everhart Financial Group Inc.’s holdings in Schwab U.S. REIT ETF were worth $431,000 at the end of the most recent quarter.
A number of other large investors also recently added to or reduced their stakes in SCHH. Rooted Wealth Advisors Inc. grew its holdings in shares of Schwab U.S. REIT ETF by 3.4% during the fourth quarter. Rooted Wealth Advisors Inc. now owns 168,478 shares of the company’s stock worth $3,477,000 after buying an additional 5,560 shares in the last quarter. Life Planning Partners Inc purchased a new stake in shares of Schwab U.S. REIT ETF during the fourth quarter worth $329,000. Perissos Private Wealth Management LLC grew its holdings in shares of Schwab U.S. REIT ETF by 3.4% during the fourth quarter. Perissos Private Wealth Management LLC now owns 17,023 shares of the company’s stock worth $359,000 after buying an additional 553 shares in the last quarter. Alaska Wealth Advisors grew its holdings in shares of Schwab U.S. REIT ETF by 30.3% during the fourth quarter. Alaska Wealth Advisors now owns 78,802 shares of the company’s stock worth $1,660,000 after buying an additional 18,326 shares in the last quarter. Finally, Stockman Wealth Management Inc. grew its holdings in shares of Schwab U.S. REIT ETF by 24.7% during the fourth quarter. Stockman Wealth Management Inc. now owns 42,010 shares of the company’s stock worth $885,000 after buying an additional 8,325 shares in the last quarter.
Schwab U.S. REIT ETF Stock Down 0.5 %
Schwab U.S. REIT ETF stock opened at $21.52 on Monday. Schwab U.S. REIT ETF has a 52-week low of $18.45 and a 52-week high of $23.66. The firm has a market capitalization of $6.83 billion, a price-to-earnings ratio of 26.49 and a beta of 0.97. The company has a fifty day simple moving average of $21.22 and a 200-day simple moving average of $22.10.
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.
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