Newman Dignan & Sheerar, Inc. Schwab Strategic Tr Us Dividen Transaction History

Newman Dignan & Sheerar, Inc.

  • $429 Million
  • Q2 2025

A detailed history of Newman Dignan & Sheerar, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Newman Dignan & Sheerar, Inc. holds 903,333 shares of SCHD stock, worth $24.1 Million. This represents 5.58% of its overall portfolio holdings.

Number of Shares
903,333
Previous 878,549 2.82%
Holding current value
$24.1 Million
Previous $24.6 Million 2.55%
% of portfolio
5.58%
Previous 6.77%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$24.32 - $27.87 $602,746 - $690,730
24,784 Added 2.82%
903,333 $23.9 Million
Q1 2025

May 14, 2025
BUY
$27.01 - $28.54 $1.96 Million - $2.07 Million
72,673 Added 9.02%
878,549 $24.6 Million
Q4 2024

Jan 30, 2025
BUY
$26.93 - $84.95 $576,975 - $1.82 Million
21,425 Added 2.73%
805,876 $22 Million
Q3 2024

Nov 12, 2024
BUY
$77.02 - $85.06 $41 Million - $45.3 Million
532,839 Added 211.77%
784,451 $66.3 Million
Q2 2024

Jul 15, 2024
BUY
$75.81 - $80.15 $319,008 - $337,271
4,208 Added 1.7%
251,612 $19.6 Million
Q1 2024

Apr 26, 2024
BUY
$75.25 - $80.63 $707,801 - $758,405
9,406 Added 3.95%
247,404 $19.9 Million
Q4 2023

Feb 08, 2024
BUY
$66.9 - $76.32 $775,571 - $884,777
11,593 Added 5.12%
237,998 $18.1 Million
Q3 2023

Nov 07, 2023
BUY
$70.63 - $75.66 $357,387 - $382,839
5,060 Added 2.29%
226,405 $16 Million
Q2 2023

Aug 02, 2023
BUY
$69.18 - $73.94 $151,158 - $161,558
2,185 Added 1.0%
221,345 $16.1 Million
Q1 2023

Apr 28, 2023
SELL
$70.28 - $78.03 $982,654 - $1.09 Million
-13,982 Reduced 6.0%
219,160 $16 Million
Q4 2022

Jan 20, 2023
BUY
$67.16 - $79.06 $312,092 - $367,391
4,647 Added 2.03%
233,142 $0
Q3 2022

Oct 18, 2022
BUY
$66.43 - $77.87 $419,704 - $491,982
6,318 Added 2.84%
228,495 $15.2 Million
Q2 2022

Aug 03, 2022
SELL
$70.31 - $80.24 $147,088 - $167,862
-2,092 Reduced 0.93%
222,177 $15.9 Million
Q1 2022

Apr 14, 2022
BUY
$75.14 - $81.94 $64,845 - $70,714
863 Added 0.39%
224,269 $17.7 Million
Q4 2021

Jan 18, 2022
SELL
$74.93 - $80.86 $310,884 - $335,488
-4,149 Reduced 1.82%
223,406 $18.1 Million
Q3 2021

Oct 07, 2021
SELL
$74.23 - $78.13 $155,883 - $164,073
-2,100 Reduced 0.91%
227,555 $16.9 Million
Q2 2021

Jul 28, 2021
SELL
$73.32 - $77.65 $92,309 - $97,761
-1,259 Reduced 0.55%
229,655 $17.4 Million
Q1 2021

May 05, 2021
SELL
$63.23 - $73.67 $130 Million - $152 Million
-2,060,110 Reduced 89.92%
230,914 $16.8 Million
Q4 2020

Jan 29, 2021
BUY
$54.8 - $65.16 $113 Million - $135 Million
2,067,826 Added 926.45%
2,291,024 $14.7 Million
Q3 2020

Oct 14, 2020
BUY
$50.37 - $58.54 $244,244 - $283,860
4,849 Added 2.22%
223,198 $12.3 Million
Q2 2020

Aug 06, 2020
BUY
$43.56 - $56.5 $113,735 - $147,521
2,611 Added 1.21%
218,349 $11.9 Million
Q1 2020

Apr 20, 2020
BUY
$39.5 - $59.28 $50,165 - $75,285
1,270 Added 0.59%
215,738 $10.4 Million
Q4 2019

Jan 15, 2020
SELL
$52.87 - $58.15 $2.25 Million - $2.47 Million
-42,497 Reduced 16.54%
214,468 $12.4 Million
Q3 2019

Oct 21, 2019
BUY
$54.39 - $55.76 $2.77 Million - $2.84 Million
51,004 Added 24.76%
256,965 $14.1 Million
Q2 2019

Jul 31, 2019
BUY
N/A
9,889 Added 5.04%
205,961 $10.9 Million
Q1 2019

Apr 09, 2019
BUY
N/A
763 Added 0.39%
196,072 $10.3 Million
Q4 2018

Jan 24, 2019
BUY
N/A
177,926 Added 1023.56%
195,309 $9.17 Million
Q3 2018

Oct 25, 2018
SELL
N/A
-154,581 Reduced 89.89%
17,383 $9.16 Million
Q2 2018

Jul 06, 2018
SELL
N/A
-2,434 Reduced 1.4%
171,964 $8.48 Million
Q1 2018

Apr 17, 2018
BUY
N/A
6,081 Added 3.61%
174,398 $8.57 Million
Q4 2017

Jan 29, 2018
BUY
N/A
7,429 Added 4.62%
168,317 $8.61 Million
Q3 2017

Oct 18, 2017
BUY
N/A
3,322 Added 2.11%
160,888 $7.53 Million
Q2 2017

Aug 08, 2017
BUY
N/A
157,566
157,566 $7.11 Million

Others Institutions Holding SCHD

# of Institutions
2,002
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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.

Choose your preferred platform and Sign Up 👇 Telegram Email