Sunesis Advisors LLC Has $831,000 Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Sunesis Advisors LLC boosted its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 200.0% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 30,410 shares of the company’s stock after acquiring an additional 20,274 shares during the period. Schwab US Dividend Equity ETF accounts for 0.5% of Sunesis Advisors LLC’s portfolio, making the stock its 26th largest position. Sunesis Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $831,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. CGC Financial Services LLC grew its position in shares of Schwab US Dividend Equity ETF by 209.0% during the 4th quarter. CGC Financial Services LLC now owns 2,184,978 shares of the company’s stock worth $59,694,000 after buying an additional 1,477,767 shares during the period. CENTRAL TRUST Co boosted its stake in Schwab US Dividend Equity ETF by 173.8% during the 4th quarter. CENTRAL TRUST Co now owns 1,572,410 shares of the company’s stock worth $42,958,000 after acquiring an additional 998,110 shares during the last quarter. Valley National Advisers Inc. boosted its stake in Schwab US Dividend Equity ETF by 236.4% during the 4th quarter. Valley National Advisers Inc. now owns 456,424 shares of the company’s stock worth $12,469,000 after acquiring an additional 320,758 shares during the last quarter. Level Wealth Management LLC acquired a new position in Schwab US Dividend Equity ETF during the fourth quarter valued at approximately $760,000. Finally, Tanglewood Wealth Management Inc. increased its stake in Schwab US Dividend Equity ETF by 200.0% in the fourth quarter. Tanglewood Wealth Management Inc. now owns 10,677 shares of the company’s stock valued at $292,000 after purchasing an additional 7,118 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Down 0.5 %

Shares of NYSEARCA SCHD opened at $27.83 on Friday. Schwab US Dividend Equity ETF has a twelve month low of $25.16 and a twelve month high of $29.72. The stock has a market cap of $19.52 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. The company’s fifty day moving average is $28.02 and its 200-day moving average is $27.96.

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.