Schwab US Dividend Equity ETF (NYSEARCA:SCHD) is Sunburst Financial Group LLC’s 4th Largest Position

Sunburst Financial Group LLC grew its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 7.2% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 181,672 shares of the company’s stock after buying an additional 12,149 shares during the quarter. Schwab US Dividend Equity ETF accounts for 8.5% of Sunburst Financial Group LLC’s investment portfolio, making the stock its 4th largest holding. Sunburst Financial Group LLC’s holdings in Schwab US Dividend Equity ETF were worth $10,046,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Tompkins Financial Corp purchased a new position in Schwab US Dividend Equity ETF during the 2nd quarter worth $31,000. West Oak Capital LLC raised its position in Schwab US Dividend Equity ETF by 5,384.6% during the 2nd quarter. West Oak Capital LLC now owns 713 shares of the company’s stock worth $37,000 after buying an additional 700 shares during the last quarter. Vigilant Capital Management LLC purchased a new position in shares of Schwab US Dividend Equity ETF in the 3rd quarter valued at about $38,000. Rockbridge Investment Management LCC purchased a new position in shares of Schwab US Dividend Equity ETF in the 2nd quarter valued at about $40,000. Finally, FinTrust Capital Advisors LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 154.9% in the 2nd quarter. FinTrust Capital Advisors LLC now owns 826 shares of the company’s stock valued at $43,000 after purchasing an additional 502 shares in the last quarter.

Shares of SCHD opened at $58.73 on Friday. The company has a 50-day simple moving average of $56.64 and a 200-day simple moving average of $53.14. Schwab US Dividend Equity ETF has a 52-week low of $38.83 and a 52-week high of $59.56.

Further Reading: What is the Ex-Dividend Date in Investing?

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Institutional Ownership by Quarter for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

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