CAM
Creekmur Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Sell |
735,449
-76,384
| -9% | -$2.02M | 3.44% | 7 |
|
|
2025
Q1 | $22.7M | Sell |
811,833
-89,093
| -10% | -$2.49M | 4.76% | 5 |
|
|
2024
Q4 | $24.6M | Buy |
900,926
+608,390
| +208% | +$16.6M | 5.64% | 5 |
|
|
2024
Q3 | $24.7M | Buy |
292,536
+9,637
| +3% | +$815K | 5.81% | 5 |
|
|
2024
Q2 | $22M | Buy |
282,899
+88,291
| +45% | +$6.87M | 5.68% | 5 |
|
|
2024
Q1 | $15.7M | Sell |
194,608
-7,864
| -4% | -$634K | 5.37% | 7 |
|
|
2023
Q4 | $15.4M | Buy |
+202,472
| New | +$15.4M | 4.79% | 7 |
|