Schwab Strategic Trust (SCHM) Shares Bought by Leavell Investment Management Inc.

Leavell Investment Management Inc. raised its holdings in Schwab Strategic Trust (NYSEARCA:SCHM) by 1.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 194,563 shares of the company’s stock after acquiring an additional 3,444 shares during the quarter. Schwab Strategic Trust comprises 1.2% of Leavell Investment Management Inc.’s portfolio, making the stock its 14th largest position. Leavell Investment Management Inc. owned approximately 0.25% of Schwab Strategic Trust worth $10,364,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Bogart Wealth LLC boosted its position in shares of Schwab Strategic Trust by 2.8% during the fourth quarter. Bogart Wealth LLC now owns 218,826 shares of the company’s stock worth $11,657,000 after purchasing an additional 6,060 shares in the last quarter. Vista Private Wealth Partners. LLC bought a new position in shares of Schwab Strategic Trust during the third quarter worth $10,857,000. Marquette Asset Management LLC boosted 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 purchasing an additional 1,294 shares in the last quarter. Triangle Securities Wealth Management boosted 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 purchasing an additional 6,834 shares in the last quarter. Finally, Raub Brock Capital Management LP bought a new position in shares of Schwab Strategic Trust during the fourth quarter worth $276,000.

Shares of Schwab Strategic Trust (NYSEARCA:SCHM) opened at $54.05 on Friday. Schwab Strategic Trust has a twelve month low of $45.83 and a twelve month high of $56.22.

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

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