Creekmur Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History
Creekmur Asset Management LLC
- $477 Billion
- Q1 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 811,833 shares of SCHD stock, worth $21 Million. This represents 4.76% of its overall portfolio holdings.
Number of Shares
811,833
Previous 900,926
9.89%
Holding current value
$21 Million
Previous $24.6 Billion
7.78%
% of portfolio
4.76%
Previous 5.64%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,974Shares Held
839MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$938 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.26MShares$671 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$560 Million0.22% of portfolio