Newman Dignan & Sheerar, Inc. Schwab Strategic Tr Us Broad M Transaction History
Newman Dignan & Sheerar, Inc.
- $457 Million
- Q3 2025
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 69,764 shares of SCHB stock, worth $1.8 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
69,764
Previous 71,248
2.08%
Holding current value
$1.8 Million
Previous $1.7 Million
5.66%
% of portfolio
0.39%
Previous 0.4%
Shares
34 transactions
Others Institutions Holding SCHB
# of Institutions
1,378Shares Held
501MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio