Creekmur Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Creekmur Asset Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$21.2M	Buy	778,249 +42,800	+6%	+$1.17M	3.52%	7
2025 Q2	$19.5M	Sell	735,449 -76,384	-9%	-$1.99M	3.44%	7
2025 Q1	$22.7M	Sell	811,833 -89,093	-10%	-$2.48M	4.76%	5
2024 Q4	$24.6M	Buy	900,926 +23,318	+3%	+$663K	5.64%	5
2024 Q3	$24.7M	Buy	877,608 +28,911	+3%	+$788K	5.81%	5
2024 Q2	$22M	Buy	848,697 +264,873	+45%	+$6.89M	5.68%	5
2024 Q1	$15.7M	Sell	583,824 -23,592	-4%	-$609K	5.37%	7
2023 Q4	$15.4M	Buy	+607,416	New	+$14.5M	4.79%	7

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creekmur Asset Management's SCHD Position: Q3 2025 in Review

Creekmur Asset Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.8% in Q3 2025, buying an estimated $1.17M and bringing the position to 778,249 shares worth $21.2M. The position accounts for 3.52% of the portfolio, ranked #7.

Creekmur Asset Management first reported a position in SCHD in Q4 2023 and has held it in 8 quarters since. The position peaked at $24.7M in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Creekmur Asset Management held 778,249 shares of Schwab US Dividend Equity ETF worth $21.2M as of Q3 2025.
Creekmur Asset Management bought 42,800 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $1.17M.
Schwab US Dividend Equity ETF made up 3.52% of Creekmur Asset Management's portfolio in Q3 2025, its #7 holding.
Creekmur Asset Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's Schwab US Dividend Equity ETF position peaked at $24.7M in Q3 2024.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.