Newman Dignan & Sheerar, Inc. Schwab Fundamental U S Large C Transaction History
Newman Dignan & Sheerar, Inc.
- $386 Million
- Q2 2024
A detailed history of Newman Dignan & Sheerar, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Newman Dignan & Sheerar, Inc. holds 5,810 shares of FNDX stock, worth $139,788. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,810
Previous 6,110
4.91%
Holding current value
$139,788
Previous $411,000
5.35%
% of portfolio
0.1%
Previous 0.11%
Shares
29 transactions
Others Institutions Holding FNDX
# of Institutions
567Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.14 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$104 Million0.94% of portfolio
-
Mc Adam, LLC2.92MShares$70.2 Million11.84% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$64.8 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$50.5 Million23.99% of portfolio