HBK Sorce Advisory LLC Invests $3.17 Million in Schwab Strategic Trust (NYSEARCA:SCHH)

HBK Sorce Advisory LLC acquired a new stake in shares of Schwab Strategic Trust (NYSEARCA:SCHH) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 76,227 shares of the company’s stock, valued at approximately $3,173,000. HBK Sorce Advisory LLC owned 0.08% of Schwab Strategic Trust at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vista Capital Partners Inc. boosted its stake in Schwab Strategic Trust by 12.3% in the fourth quarter. Vista Capital Partners Inc. now owns 11,691 shares of the company’s stock worth $487,000 after purchasing an additional 1,284 shares in the last quarter. Managed Account Services Inc. boosted its stake in Schwab Strategic Trust by 4.9% in the fourth quarter. Managed Account Services Inc. now owns 32,016 shares of the company’s stock worth $1,332,000 after purchasing an additional 1,488 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its stake in Schwab Strategic Trust by 63.3% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 4,655 shares of the company’s stock worth $193,000 after purchasing an additional 1,804 shares in the last quarter. Appleton Partners Inc. MA lifted its stake in shares of Schwab Strategic Trust by 3.4% during the fourth quarter. Appleton Partners Inc. MA now owns 59,873 shares of the company’s stock valued at $2,492,000 after acquiring an additional 1,943 shares during the period. Finally, SigFig Wealth Management LLC lifted its stake in shares of Schwab Strategic Trust by 16.2% during the fourth quarter. SigFig Wealth Management LLC now owns 14,367 shares of the company’s stock valued at $598,000 after acquiring an additional 2,003 shares during the period.

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NYSEARCA SCHH traded down $0.27 on Friday, reaching $38.14. The company had a trading volume of 529,957 shares, compared to its average volume of 823,001. Schwab Strategic Trust has a 52 week low of $36.27 and a 52 week high of $42.54.

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 22nd. Investors of record on Monday, March 19th were issued a dividend of $0.268 per share. The ex-dividend date of this dividend was Friday, March 16th. This represents a $1.07 dividend on an annualized basis and a dividend yield of 2.81%.

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

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