Schwab US Dividend Equity ETF $SCHD is Sunburst Financial Group LLC’s 10th Largest Position

Sunburst Financial Group LLC trimmed its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 3.7% during the 4th quarter, HoldingsChannel.com reports. The firm owned 451,228 shares of the company’s stock after selling 17,243 shares during the quarter. Schwab US Dividend Equity ETF makes up about 2.5% of Sunburst Financial Group LLC’s portfolio, making the stock its 10th biggest position. Sunburst Financial Group LLC’s holdings in Schwab US Dividend Equity ETF were worth $12,377,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the company. Ellis Investment Partners LLC boosted its position in shares of Schwab US Dividend Equity ETF by 1.1% during the third quarter. Ellis Investment Partners LLC now owns 34,365 shares of the company’s stock valued at $938,000 after buying an additional 375 shares during the period. Harbor Group Inc. raised its holdings in shares of Schwab US Dividend Equity ETF by 4.8% in the third quarter. Harbor Group Inc. now owns 8,410 shares of the company’s stock worth $230,000 after buying an additional 383 shares during the period. Westside Investment Management Inc. lifted its stake in shares of Schwab US Dividend Equity ETF by 5.6% during the 3rd quarter. Westside Investment Management Inc. now owns 7,204 shares of the company’s stock worth $198,000 after acquiring an additional 383 shares during the last quarter. International Private Wealth Advisors LLC lifted its stake in shares of Schwab US Dividend Equity ETF by 3.3% during the 4th quarter. International Private Wealth Advisors LLC now owns 12,398 shares of the company’s stock worth $340,000 after acquiring an additional 397 shares during the last quarter. Finally, Whittier Trust Co. of Nevada Inc. boosted its holdings in Schwab US Dividend Equity ETF by 3.4% during the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 12,384 shares of the company’s stock valued at $339,000 after acquiring an additional 402 shares during the period.

Schwab US Dividend Equity ETF Price Performance

Shares of Schwab US Dividend Equity ETF stock opened at $30.56 on Monday. The stock’s fifty day moving average is $30.90 and its two-hundred day moving average is $28.67. Schwab US Dividend Equity ETF has a 52 week low of $23.87 and a 52 week high of $31.95. The company has a market capitalization of $84.52 billion, a PE ratio of 14.57 and a beta of 0.77.

Schwab US Dividend Equity ETF Company Profile

The Schwab U.S. Dividend Equity ETF (SCHD) is an exchange-traded fund that is based on the Dow Jones U.S. Dividend 100 index, a market-cap-weighted index of 100 dividend-paying US equities. SCHD was launched on Oct 20, 2011 and is managed by Schwab.