Creekmur Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History
Creekmur Asset Management LLC
- $437 Billion
- Q4 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 900,926 shares of SCHD stock, worth $25 Million. This represents 5.64% of its overall portfolio holdings.
Number of Shares
900,926
Previous 292,536
207.97%
Holding current value
$25 Million
Previous $24.7 Billion
0.46%
% of portfolio
5.64%
Previous 5.81%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$790 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio