Atria Investments LLC Increases Holdings in Schwab Strategic Trust (SCHM)

Atria Investments LLC raised its position in shares of Schwab Strategic Trust (NYSEARCA:SCHM) by 411.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 59,468 shares of the company’s stock after purchasing an additional 47,838 shares during the period. Atria Investments LLC owned 0.07% of Schwab Strategic Trust worth $3,168,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in SCHM. Raub Brock Capital Management LP purchased a new stake in shares of Schwab Strategic Trust during the fourth quarter worth $276,000. Colorado Capital Management Inc. lifted its position in shares of Schwab Strategic Trust by 4.3% during the fourth quarter. Colorado Capital Management Inc. now owns 88,287 shares of the company’s stock worth $4,703,000 after acquiring an additional 3,673 shares in the last quarter. Triangle Securities Wealth Management lifted its position in shares of Schwab Strategic Trust by 4.7% during the fourth quarter. Triangle Securities Wealth Management now owns 151,763 shares of the company’s stock worth $8,084,000 after acquiring an additional 6,834 shares in the last quarter. Marquette Asset Management LLC lifted its position in shares of Schwab Strategic Trust by 0.8% during the fourth quarter. Marquette Asset Management LLC now owns 163,438 shares of the company’s stock worth $8,706,000 after acquiring an additional 1,294 shares in the last quarter. Finally, Leavell Investment Management Inc. lifted its position in shares of Schwab Strategic Trust by 1.8% during the fourth quarter. Leavell Investment Management Inc. now owns 194,563 shares of the company’s stock worth $10,364,000 after acquiring an additional 3,444 shares in the last quarter.

Shares of Schwab Strategic Trust (NYSEARCA:SCHM) opened at $54.90 on Thursday. Schwab Strategic Trust has a 12-month low of $45.48 and a 12-month high of $55.22.

The business also recently announced a quarterly dividend, which was paid on Friday, December 22nd. Shareholders of record on Tuesday, December 19th were given a dividend of $0.2473 per share. The ex-dividend date of this dividend was Monday, December 18th. This represents a $0.99 annualized dividend and a dividend yield of 1.80%.

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Institutional Ownership by Quarter for Schwab Strategic Trust (NYSEARCA:SCHM)

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