Creekmur Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History
Creekmur Asset Management LLC
- $426 Billion
- Q3 2024
A detailed history of Creekmur Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Creekmur Asset Management LLC holds 292,536 shares of SCHD stock, worth $7.92 Million. This represents 5.81% of its overall portfolio holdings.
Number of Shares
292,536
Previous 282,899
3.41%
Holding current value
$7.92 Million
Previous $22 Billion
12.41%
% of portfolio
5.81%
Previous 5.68%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio