Creekmur Asset Management LLC Schwab Strategic Tr Us Broad M Transaction History

Creekmur Asset Management LLC

$566 Billion
Q2 2025

A detailed history of Creekmur Asset Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Creekmur Asset Management LLC holds 3,792 shares of SCHB stock, worth $97,985. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,792

Previous 3,807 0.39%

Holding current value

$97,985

Previous $82 Million 10.25%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$19.1 - $23.83 $286 - $357	-15 Reduced 0.39%	3,792 $90.4 Million
Q1 2025 May 02, 2025	SELL	$21.23 - $23.75 $1,273 - $1,425	-60 Reduced 1.55%	3,807 $82 Million
Q4 2024 Feb 12, 2025	BUY	$22.01 - $66.82 $56,477 - $171,460	2,566 Added 197.23%	3,867 $87.8 Million
Q3 2024 Oct 25, 2024	SELL	$59.93 - $66.52 $37,935 - $42,107	-633 Reduced 32.73%	1,301 $86.5 Million
Q2 2024 Aug 13, 2024	BUY	$57.57 - $63.3 $20,610 - $22,661	358 Added 22.72%	1,934 $122 Million
Q1 2024 May 15, 2024	SELL	$54.61 - $61.05 $23,100 - $25,824	-423 Reduced 21.16%	1,576 $96.2 Million
Q4 2023 Mar 01, 2024	BUY	$47.61 - $55.91 $95,172 - $111,764	1,999 New	1,999 $111 Million

Others Institutions Holding SCHB

# of Institutions

1,349

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

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Creekmur Asset Management LLC Schwab Strategic Tr Us Broad M Transaction History