Schwab U.S. REIT ETF $SCHH Shares Bought by Waverly Advisors LLC

Waverly Advisors LLC increased its position in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 3.3% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 770,626 shares of the company’s stock after purchasing an additional 24,486 shares during the quarter. Waverly Advisors LLC owned 0.16% of Schwab U.S. REIT ETF worth $18,248,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in SCHH. Dumac Inc. acquired a new position in shares of Schwab U.S. REIT ETF in the 4th quarter valued at about $163,918,000. Financial Engines Advisors L.L.C. increased its stake in shares of Schwab U.S. REIT ETF by 5.2% in the 4th quarter. Financial Engines Advisors L.L.C. now owns 60,040,433 shares of the company’s stock valued at $1,254,245,000 after purchasing an additional 2,964,924 shares in the last quarter. BNP Paribas Financial Markets raised its holdings in Schwab U.S. REIT ETF by 420.2% in the 3rd quarter. BNP Paribas Financial Markets now owns 1,734,132 shares of the company’s stock worth $37,405,000 after purchasing an additional 1,400,776 shares during the period. Envestnet Portfolio Solutions Inc. raised its holdings in Schwab U.S. REIT ETF by 6.7% in the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 8,916,100 shares of the company’s stock worth $186,257,000 after purchasing an additional 557,970 shares during the period. Finally, Amicus Financial Advisors LLC purchased a new position in shares of Schwab U.S. REIT ETF during the 4th quarter valued at approximately $7,243,000.

Schwab U.S. REIT ETF Stock Up 0.1%

SCHH opened at $23.47 on Wednesday. The company has a market cap of $11.10 billion, a price-to-earnings ratio of 34.50 and a beta of 0.93. Schwab U.S. REIT ETF has a 52-week low of $20.63 and a 52-week high of $25.03. The firm’s fifty day simple moving average is $24.06 and its two-hundred day simple moving average is $23.36.

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.