Creekmur Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History

Creekmur Asset Management LLC

$603 Billion
Q3 2025

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 778,249 shares of SCHD stock, worth $21.2 Million. This represents 3.52% of its overall portfolio holdings.

Number of Shares

778,249

Previous 735,449 5.82%

Holding current value

$21.2 Million

Previous $19.5 Billion 9.01%

% of portfolio

3.52%

Previous 3.44%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$26.38 - $27.95 $1.13 Million - $1.2 Million	42,800 Added 5.82%	778,249 $21.2 Billion
Q2 2025 Aug 04, 2025	SELL	$24.32 - $27.87 $1.86 Million - $2.13 Million	-76,384 Reduced 9.41%	735,449 $19.5 Billion
Q1 2025 May 02, 2025	SELL	$27.01 - $28.54 $2.41 Million - $2.54 Million	-89,093 Reduced 9.89%	811,833 $22.7 Billion
Q4 2024 Feb 12, 2025	BUY	$26.93 - $84.95 $16.4 Million - $51.7 Million	608,390 Added 207.97%	900,926 $24.6 Billion
Q3 2024 Oct 25, 2024	BUY	$77.02 - $85.06 $742,241 - $819,723	9,637 Added 3.41%	292,536 $24.7 Billion
Q2 2024 Aug 13, 2024	BUY	$75.81 - $80.15 $6.69 Million - $7.08 Million	88,291 Added 45.37%	282,899 $22 Billion
Q1 2024 May 15, 2024	SELL	$75.25 - $80.63 $591,766 - $634,074	-7,864 Reduced 3.88%	194,608 $15.7 Billion
Q4 2023 Mar 01, 2024	BUY	$66.9 - $76.32 $13.5 Million - $15.5 Million	202,472 New	202,472 $15.4 Billion

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Creekmur Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History