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 $8.21 Million. This represents 5.81% of its overall portfolio holdings.
Number of Shares
292,536
Previous 282,899
3.41%
Holding current value
$8.21 Million
Previous $22 Billion
12.41%
% of portfolio
5.81%
Previous 5.68%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,800Shares Held
384MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio