A detailed history of Newman Dignan & Sheerar, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Newman Dignan & Sheerar, Inc. holds 71,485 shares of SCHB stock, worth $1.63 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
71,485
Previous 22,608 216.19%
Holding current value
$1.63 Million
Previous $1.42 Million 234.62%
% of portfolio
0.81%
Previous 0.37%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$59.93 - $66.52 $2.93 Million - $3.25 Million
48,877 Added 216.19%
71,485 $4.76 Million
Q2 2024

Jul 15, 2024

BUY
$57.57 - $63.3 $114,334 - $125,713
1,986 Added 9.63%
22,608 $1.42 Million
Q1 2024

Apr 26, 2024

BUY
$54.61 - $61.05 $73,505 - $82,173
1,346 Added 6.98%
20,622 $1.26 Million
Q4 2023

Feb 08, 2024

BUY
$47.61 - $55.91 $43,325 - $50,878
910 Added 4.95%
19,276 $1.07 Million
Q3 2023

Nov 07, 2023

BUY
$49.59 - $53.57 $143,761 - $155,299
2,899 Added 18.74%
18,366 $915,000
Q2 2023

Aug 02, 2023

BUY
$47.08 - $51.7 $18,596 - $20,421
395 Added 2.62%
15,467 $799,000
Q1 2023

Apr 28, 2023

SELL
$44.47 - $49.23 $133 - $147
-3 Reduced 0.02%
15,072 $721,000
Q4 2022

Jan 20, 2023

BUY
$41.94 - $47.81 $26,967 - $30,741
643 Added 4.46%
15,075 $0
Q3 2022

Oct 18, 2022

BUY
$41.99 - $50.63 $26,663 - $32,150
635 Added 4.6%
14,432 $606,000
Q2 2022

Aug 03, 2022

BUY
$42.93 - $53.98 $29,750 - $37,408
693 Added 5.29%
13,797 $610,000
Q1 2022

Apr 14, 2022

BUY
$49.15 - $56.85 $313,478 - $362,589
6,378 Added 94.83%
13,104 $700,000
Q4 2021

Jan 18, 2022

SELL
$51.87 - $56.86 $9,129 - $10,007
-176 Reduced 2.55%
6,726 $760,000
Q3 2021

Oct 07, 2021

SELL
$51.32 - $54.83 $1,077 - $1,151
-21 Reduced 0.3%
6,902 $717,000
Q2 2021

Jul 28, 2021

BUY
$48.92 - $52.14 $4,843 - $5,161
99 Added 1.45%
6,923 $722,000
Q1 2021

May 05, 2021

SELL
$44.89 - $48.81 $20,694 - $22,501
-461 Reduced 6.33%
6,824 $660,000
Q4 2020

Jan 29, 2021

SELL
$39.03 - $45.5 $19,515 - $22,750
-500 Reduced 6.42%
7,285 $663,000
Q3 2020

Oct 14, 2020

BUY
$36.93 - $42.52 $2,215 - $2,551
60 Added 0.78%
7,785 $620,000
Q2 2020

Aug 06, 2020

BUY
$28.84 - $38.49 $10,555 - $14,087
366 Added 4.97%
7,725 $597,000
Q1 2020

Apr 20, 2020

SELL
$26.18 - $40.44 $1.57 Million - $2.42 Million
-59,781 Reduced 89.04%
7,359 $479,000
Q4 2019

Jan 15, 2020

BUY
$34.47 - $38.58 $2.09 Million - $2.34 Million
60,642 Added 933.24%
67,140 $516,000
Q3 2019

Oct 21, 2019

BUY
$35.32 - $36.13 $3,779 - $3,865
107 Added 1.67%
6,498 $461,000
Q2 2019

Jul 31, 2019

SELL
N/A
-70 Reduced 1.08%
6,391 $451,000
Q1 2019

Apr 09, 2019

SELL
N/A
-57,783 Reduced 89.94%
6,461 $440,000
Q4 2018

Jan 24, 2019

BUY
N/A
57,829 Added 901.47%
64,244 $3.85 Million
Q3 2018

Oct 25, 2018

BUY
N/A
40 Added 0.63%
6,415 $446,000
Q2 2018

Jul 06, 2018

BUY
N/A
82 Added 1.3%
6,375 $421,000
Q1 2018

Apr 17, 2018

SELL
N/A
-480 Reduced 7.09%
6,293 $404,000
Q4 2017

Jan 29, 2018

SELL
N/A
-119 Reduced 1.73%
6,773 $437,000
Q3 2017

Oct 18, 2017

BUY
N/A
174 Added 2.59%
6,892 $420,000
Q2 2017

Aug 08, 2017

BUY
N/A
6,718
6,718 $393,000

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Newman Dignan & Sheerar, Inc. Portfolio

Follow Newman Dignan & Sheerar, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Newman Dignan & Sheerar, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Newman Dignan & Sheerar, Inc. with notifications on news.