Captrust Financial Advisors Has $869,000 Position in Schwab Strategic Trust (SCHR)

Captrust Financial Advisors lifted its stake in shares of Schwab Strategic Trust (NYSEARCA:SCHR) by 35.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 16,279 shares of the company’s stock after acquiring an additional 4,262 shares during the period. Captrust Financial Advisors’ holdings in Schwab Strategic Trust were worth $869,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Santori & Peters Inc. acquired a new stake in Schwab Strategic Trust in the 4th quarter worth about $308,000. Synovus Financial Corp boosted its stake in Schwab Strategic Trust by 47.3% in the 4th quarter. Synovus Financial Corp now owns 14,020 shares of the company’s stock worth $748,000 after buying an additional 4,500 shares during the last quarter. Cardan Capital Partners LLC boosted its stake in Schwab Strategic Trust by 6.4% in the 4th quarter. Cardan Capital Partners LLC now owns 80,847 shares of the company’s stock worth $4,310,000 after buying an additional 4,854 shares during the last quarter. Sequoia Financial Advisors LLC boosted its stake in Schwab Strategic Trust by 9.1% in the 4th quarter. Sequoia Financial Advisors LLC now owns 50,991 shares of the company’s stock worth $2,719,000 after buying an additional 4,246 shares during the last quarter. Finally, Financial Advisory Service Inc. boosted its stake in Schwab Strategic Trust by 11.7% in the 4th quarter. Financial Advisory Service Inc. now owns 22,303 shares of the company’s stock worth $1,189,000 after buying an additional 2,340 shares during the last quarter.

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Shares of Schwab Strategic Trust (SCHR) opened at $52.33 on Wednesday. Schwab Strategic Trust has a 52 week low of $52.07 and a 52 week high of $54.67.

The firm also recently declared a monthly dividend, which was paid on Wednesday, March 7th. Shareholders of record on Friday, March 2nd were paid a $0.075 dividend. This represents a $0.90 dividend on an annualized basis and a yield of 1.72%. The ex-dividend date was Thursday, March 1st.

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

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