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 $8.24 Million. This represents 5.81% of its overall portfolio holdings.
Number of Shares
292,536
Previous 282,899
3.41%
Holding current value
$8.24 Million
Previous $22 Billion
12.41%
% of portfolio
5.81%
Previous 5.68%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,698Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$315 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$287 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio