Newman Dignan & Sheerar, Inc. Schwab Strategic Tr Us Dividen Transaction History
Newman Dignan & Sheerar, Inc.
- $457 Million
- Q3 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 921,785 shares of SCHD stock, worth $25.1 Million. This represents 5.5% of its overall portfolio holdings.
Number of Shares
921,785
Previous 903,333
2.04%
Holding current value
$25.1 Million
Previous $23.9 Million
5.12%
% of portfolio
5.5%
Previous 5.58%
Shares
34 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio