Summit Asset Management LLC Has $22.59 Million Holdings in Schwab US Dividend Equity ETF (SCHD)

Summit Asset Management LLC trimmed its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 1.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 426,264 shares of the company’s stock after selling 7,705 shares during the quarter. Schwab US Dividend Equity ETF comprises 10.5% of Summit Asset Management LLC’s investment portfolio, making the stock its biggest position. Summit Asset Management LLC owned 0.27% of Schwab US Dividend Equity ETF worth $22,592,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. Smithfield Trust Co. acquired a new position in shares of Schwab US Dividend Equity ETF in the 3rd quarter worth approximately $333,000. Regal Investment Advisors LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 50.2% in the 3rd quarter. Regal Investment Advisors LLC now owns 117,353 shares of the company’s stock worth $6,220,000 after acquiring an additional 39,196 shares during the last quarter. ProVise Management Group LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 1.5% in the 3rd quarter. ProVise Management Group LLC now owns 289,293 shares of the company’s stock worth $15,333,000 after acquiring an additional 4,385 shares during the last quarter. FTB Advisors Inc. lifted its holdings in shares of Schwab US Dividend Equity ETF by 82.5% in the 3rd quarter. FTB Advisors Inc. now owns 4,035 shares of the company’s stock worth $214,000 after acquiring an additional 1,824 shares during the last quarter. Finally, Janney Montgomery Scott LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 10.6% in the 3rd quarter. Janney Montgomery Scott LLC now owns 19,854 shares of the company’s stock worth $1,052,000 after acquiring an additional 1,898 shares during the last quarter.

Shares of SCHD stock opened at $51.67 on Friday. Schwab US Dividend Equity ETF has a one year low of $47.08 and a one year high of $54.60.

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

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