Morningstar Investment Management LLC increased its stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 11.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 565,481 shares of the company’s stock after buying an additional 57,444 shares during the quarter. 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 owned about 0.13% of Schwab U.S. REIT ETF worth $11,813,000 as of its most recent filing with the SEC.
Other large investors have also modified their holdings of the company. Dorato Capital Management acquired a new stake in shares of Schwab U.S. REIT ETF in the fourth quarter valued at about $586,000. Compound Planning Inc. acquired a new stake in shares of Schwab U.S. REIT ETF in the third quarter valued at about $13,565,000. Brand Asset Management Group Inc. grew its stake in shares of Schwab U.S. REIT ETF by 1,474.7% in the third quarter. Brand Asset Management Group Inc. now owns 162,024 shares of the company’s stock valued at $3,495,000 after buying an additional 151,735 shares in the last quarter. Clearstead Advisors LLC grew its stake in shares of Schwab U.S. REIT ETF by 1,456.8% in the third 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 in the last quarter. Finally, Cooke Wealth Management LLC acquired a new stake in shares of Schwab U.S. REIT ETF in the fourth quarter valued at about $940,000.
Schwab U.S. REIT ETF Stock Performance
SCHH stock opened at $23.69 on Monday. Schwab U.S. REIT ETF has a 1 year low of $20.59 and a 1 year high of $23.80. The firm has a market cap of $10.05 billion, a P/E ratio of 34.50 and a beta of 0.97. The stock has a 50-day simple moving average of $22.65 and a 200-day simple moving average of $21.95.
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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