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Disclosery

Sunburst Financial Group, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sunburst Financial Group, LLC on SCHD, newest first. How the timeline and the estimate are built.

Sunburst Financial Group, LLC held 423,022 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 423,022 shares
    Change vs previous 13F -5,359 shares

    2.25% of the 13F portfolio, value $13,760,909.

    13F-HR 0001085146-26-000840 filed by Sunburst Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 428,381 shares
    Change vs previous 13F -4,862 shares

    2.27% of the 13F portfolio, value $13,583,959.

    13F-HR 0001800158-26-000005 filed by Sunburst Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F/A 433,243 shares
    Change vs previous 13F -17,985 shares

    2.56% of the 13F portfolio, value $13,291,899.

    13F-HR/A 0001800158-26-000003 filed by Sunburst Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 451,228 shares
    Change vs previous 13F -17,243 shares

    2.5% of the 13F portfolio, value $12,377,189.

    13F-HR 0001800158-26-000001 filed by Sunburst Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 468,471 shares
    Change vs previous 13F -914,603 shares

    2.69% of the 13F portfolio, value $12,789,262.

    13F-HR 0001800158-25-000002 filed by Sunburst Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,383,074 shares
    Change vs previous 13F +42,964 shares

    8.21% of the 13F portfolio, value $36,651,456.

    13F-HR 0001085146-25-004533 filed by Sunburst Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,340,110 shares
    Change vs previous 13F +28,192 shares

    9.2% of the 13F portfolio, value $37,469,479.

    13F-HR 0001085146-25-002771 filed by Sunburst Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 1,311,918 shares
    Change vs previous 13F not available

    8.86% of the 13F portfolio, value $35,841,597.

    13F-HR 0001085146-25-000632 filed by Sunburst Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).