Newman Dignan & Sheerar, Inc. Schwab Strategic Tr Us Dividen Transaction History
Newman Dignan & Sheerar, Inc.
- $386 Million
- Q4 2024
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 805,876 shares of SCHD stock, worth $22.2 Million. This represents 5.7% of its overall portfolio holdings.
Number of Shares
805,876
Previous 784,451
2.73%
Holding current value
$22.2 Million
Previous $66.3 Million
66.8%
% of portfolio
5.7%
Previous 11.33%
Shares
31 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio