Schwab Strategic Trust (SCHD) Position Raised by Baystate Wealth Management LLC

Baystate Wealth Management LLC raised its stake in Schwab Strategic Trust (NYSEARCA:SCHD) by 9.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 91,088 shares of the company’s stock after buying an additional 7,493 shares during the period. Schwab Strategic Trust comprises about 0.7% of Baystate Wealth Management LLC’s portfolio, making the stock its 13th biggest position. Baystate Wealth Management LLC owned 0.06% of Schwab Strategic Trust worth $4,904,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in SCHD. Bank of Montreal Can raised its stake in Schwab Strategic Trust by 40.4% during the 4th quarter. Bank of Montreal Can now owns 3,692 shares of the company’s stock worth $189,000 after buying an additional 1,063 shares during the period. Lederer & Associates Investment Counsel CA purchased a new stake in shares of Schwab Strategic Trust in the fourth quarter worth approximately $301,000. Clarkston Capital Partners LLC purchased a new stake in shares of Schwab Strategic Trust in the fourth quarter worth approximately $379,000. Foster & Motley Inc. raised its stake in shares of Schwab Strategic Trust by 72.9% in the fourth quarter. Foster & Motley Inc. now owns 7,788 shares of the company’s stock worth $399,000 after purchasing an additional 3,283 shares during the last quarter. Finally, Bouchey Financial Group Ltd raised its stake in shares of Schwab Strategic Trust by 26.9% in the fourth quarter. Bouchey Financial Group Ltd now owns 9,826 shares of the company’s stock worth $503,000 after purchasing an additional 2,081 shares during the last quarter.

Schwab Strategic Trust (NYSEARCA SCHD) traded up $0.28 during mid-day trading on Wednesday, hitting $50.45. The stock had a trading volume of 128,324 shares. Schwab Strategic Trust has a 52 week low of $43.85 and a 52 week high of $54.60.

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

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