Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Holdings Raised by Sunburst Financial Group LLC

Sunburst Financial Group LLC grew its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 7.2% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 181,672 shares of the company’s stock after acquiring an additional 12,149 shares during the period. Schwab US Dividend Equity ETF comprises 8.5% of Sunburst Financial Group LLC’s investment portfolio, making the stock its 4th biggest holding. Sunburst Financial Group LLC owned approximately 0.08% of Schwab US Dividend Equity ETF worth $10,046,000 as of its most recent filing with the SEC.

Several other institutional investors also recently added to or reduced their stakes in the company. Advisor Group Holdings Inc. purchased a new stake in shares of Schwab US Dividend Equity ETF in the 1st quarter valued at approximately $45,439,000. Honkamp Krueger Financial Services Inc. grew its holdings in shares of Schwab US Dividend Equity ETF by 3.2% in the second quarter. Honkamp Krueger Financial Services Inc. now owns 3,897,910 shares of the company’s stock valued at $201,717,000 after purchasing an additional 120,621 shares in the last quarter. UBS Group AG grew its holdings in shares of Schwab US Dividend Equity ETF by 13.8% in the second quarter. UBS Group AG now owns 2,956,026 shares of the company’s stock valued at $152,974,000 after purchasing an additional 358,289 shares in the last quarter. Bank of America Corp DE grew its holdings in shares of Schwab US Dividend Equity ETF by 24.3% in the second quarter. Bank of America Corp DE now owns 1,800,166 shares of the company’s stock valued at $93,158,000 after purchasing an additional 352,309 shares in the last quarter. Finally, Envestnet Asset Management Inc. grew its holdings in shares of Schwab US Dividend Equity ETF by 5.8% in the third quarter. Envestnet Asset Management Inc. now owns 1,561,554 shares of the company’s stock valued at $86,354,000 after purchasing an additional 85,321 shares in the last quarter.

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

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

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