Creekmur Asset Management LLC: SCHD position timeline

Creekmur Asset Management LLC held 778,249 SCHD shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 778,249 shares

   Change vs previous 13F +42,800 shares

   3.52% of the 13F portfolio, value $21,246,210.

   13F-HR 0002013091-25-000008 filed by Creekmur Asset Management LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 735,449 shares

   Change vs previous 13F -76,384 shares

   3.44% of the 13F portfolio, value $19,489,386.

   13F-HR 0002013091-25-000004 filed by Creekmur Asset Management LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 811,833 shares

   Change vs previous 13F -89,093 shares

   4.76% of the 13F portfolio, value $22,698,837.

   13F-HR 0002013091-25-000002 filed by Creekmur Asset Management LLC
   Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 900,926 shares

   Change vs previous 13F +608,390 shares

   5.64% of the 13F portfolio, value $24,613,312.

   13F-HR 0002013091-25-000001 filed by Creekmur Asset Management LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 292,536 shares

   Change vs previous 13F not available

   5.81% of the 13F portfolio, value $24,728,107.

   13F-HR 0002013091-24-000006 filed by Creekmur Asset Management LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).