Nations Financial Group Inc. IA ADV Acquires Shares of 25,746 Schwab U.S. REIT ETF $SCHH

Nations Financial Group Inc. IA ADV bought a new position in Schwab U.S. REIT ETF (NYSEARCA:SCHH) during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 25,746 shares of the company’s stock, valued at approximately $555,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Envestnet Portfolio Solutions Inc. raised its position in Schwab U.S. REIT ETF by 5.2% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 7,866,902 shares of the company’s stock worth $166,464,000 after acquiring an additional 385,927 shares during the period. Ameritas Advisory Services LLC bought a new stake in shares of Schwab U.S. REIT ETF in the 2nd quarter worth approximately $94,000. Sumitomo Mitsui Trust Group Inc. lifted its stake in Schwab U.S. REIT ETF by 64.3% in the second quarter. Sumitomo Mitsui Trust Group Inc. now owns 20,389 shares of the company’s stock valued at $431,000 after purchasing an additional 7,976 shares during the last quarter. Courage Miller Partners LLC grew its holdings in Schwab U.S. REIT ETF by 6.1% during the second quarter. Courage Miller Partners LLC now owns 483,252 shares of the company’s stock valued at $10,226,000 after purchasing an additional 27,796 shares during the period. Finally, BlueSky Wealth Advisors LLC increased its position in Schwab U.S. REIT ETF by 7.0% in the third quarter. BlueSky Wealth Advisors LLC now owns 990,848 shares of the company’s stock worth $21,373,000 after buying an additional 64,891 shares during the last quarter.

Schwab U.S. REIT ETF Price Performance

Shares of SCHH opened at $21.86 on Tuesday. Schwab U.S. REIT ETF has a 1 year low of $18.25 and a 1 year high of $22.41. The stock’s fifty day moving average price is $21.13 and its two-hundred day moving average price is $21.26. The firm has a market cap of $9.22 billion, a PE ratio of 34.50 and a beta of 0.99.

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.