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Schwab Strategic Tr us dividend eq shares owned by Sunburst Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Sunburst Financial Group from 13F filings

Historical chart of Sunburst Financial Group investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Sunburst Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Sunburst Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $34M 427k 80.14
2023-12-31 $34M 448k 76.13
2023-09-30 $32M 458k 70.76
2023-06-30 $33M 453k 72.62
2023-03-31 $32M 441k 73.16
2022-12-31 $33M 434k 75.54
2022-09-30 $28M 424k 66.43
2022-06-30 $29M 405k 71.63
2022-03-31 $30M 385k 78.89
2021-12-31 $28M 351k 80.83
2021-09-30 $20M 266k 74.24
2021-06-30 $19M 246k 75.62
2021-03-31 $16M 222k 72.92
2020-12-31 $13M 201k 64.14
2020-09-30 $10M 182k 55.30
2020-06-30 $8.8M 170k 51.75
2020-03-31 $7.1M 158k 44.98
2019-12-31 $4.9M 84k 57.92