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

Newman Dignan & Sheerar, Inc.

  • $429 Million
  • Q2 2025

A detailed history of Newman Dignan & Sheerar, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Newman Dignan & Sheerar, Inc. holds 230,380 shares of SCHG stock, worth $6.96 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
230,380
Previous 238,114 3.25%
Holding current value
$6.96 Million
Previous $5.96 Million 12.86%
% of portfolio
1.57%
Previous 1.64%

Shares

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

Jul 18, 2025
SELL
$22.27 - $29.21 $172,236 - $225,910
-7,734 Reduced 3.25%
230,380 $6.73 Million
Q1 2025

May 14, 2025
SELL
$24.91 - $29.02 $554,098 - $645,520
-22,244 Reduced 8.54%
238,114 $5.96 Million
Q4 2024

Jan 30, 2025
SELL
$25.93 - $105.3 $40,269 - $163,530
-1,553 Reduced 0.59%
260,358 $7.26 Million
Q3 2024

Nov 12, 2024
BUY
$92.63 - $105.69 $18.1 Million - $20.6 Million
194,903 Added 290.87%
261,911 $27.3 Million
Q2 2024

Jul 15, 2024
SELL
$87.04 - $101.61 $191,313 - $223,338
-2,198 Reduced 3.18%
67,008 $6.76 Million
Q1 2024

Apr 26, 2024
SELL
$80.6 - $93.32 $51,745 - $59,911
-642 Reduced 0.92%
69,206 $6.42 Million
Q4 2023

Feb 08, 2024
SELL
$70.08 - $83.37 $438,560 - $521,729
-6,258 Reduced 8.22%
69,848 $5.79 Million
Q3 2023

Nov 07, 2023
SELL
$71.99 - $78.02 $304,805 - $330,336
-4,234 Reduced 5.27%
76,106 $5.53 Million
Q2 2023

Aug 02, 2023
SELL
$63.6 - $74.95 $1.13 Million - $1.33 Million
-17,720 Reduced 18.07%
80,340 $6.02 Million
Q1 2023

Apr 28, 2023
SELL
$54.19 - $65.17 $169,723 - $204,112
-3,132 Reduced 3.1%
98,060 $6.39 Million
Q4 2022

Jan 20, 2023
SELL
$54.31 - $60.76 $178,897 - $200,143
-3,294 Reduced 3.15%
101,192 $0
Q3 2022

Oct 18, 2022
SELL
$55.81 - $69.25 $526,790 - $653,650
-9,439 Reduced 8.29%
104,486 $5.83 Million
Q2 2022

Aug 03, 2022
SELL
$55.73 - $76.55 $309,078 - $424,546
-5,546 Reduced 4.64%
113,925 $6.61 Million
Q1 2022

Apr 14, 2022
BUY
$65.63 - $82.62 $3.74 Million - $4.71 Million
57,059 Added 91.42%
119,471 $8.94 Million
Q4 2021

Jan 18, 2022
SELL
$73.11 - $83.4 $291,489 - $332,515
-3,987 Reduced 6.0%
62,412 $10.2 Million
Q3 2021

Oct 07, 2021
SELL
$73.24 - $78.94 $71,042 - $76,571
-970 Reduced 1.44%
66,399 $9.83 Million
Q2 2021

Jul 28, 2021
SELL
$65.3 - $73.24 $674,483 - $756,495
-10,329 Reduced 13.29%
67,369 $9.83 Million
Q1 2021

May 05, 2021
SELL
$61.41 - $68.35 $379,390 - $422,266
-6,178 Reduced 7.37%
77,698 $10.1 Million
Q4 2020

Jan 29, 2021
SELL
$55.95 - $64.38 $22,156 - $25,494
-396 Reduced 0.47%
83,876 $10.8 Million
Q3 2020

Oct 14, 2020
BUY
$51.42 - $61.56 $82,837 - $99,173
1,611 Added 1.95%
84,272 $9.71 Million
Q2 2020

Aug 06, 2020
SELL
$37.99 - $51.32 $105,650 - $142,720
-2,781 Reduced 3.25%
82,661 $8.91 Million
Q1 2020

Apr 20, 2020
SELL
$34.6 - $51.17 $28.2 Million - $41.7 Million
-814,198 Reduced 90.5%
85,442 $7.41 Million
Q4 2019

Jan 15, 2020
BUY
$40.97 - $46.72 $33.1 Million - $37.8 Million
808,598 Added 888.16%
899,640 $8.36 Million
Q3 2019

Oct 21, 2019
SELL
$41.7 - $42.86 $36,821 - $37,845
-883 Reduced 0.96%
91,042 $7.65 Million
Q2 2019

Jul 31, 2019
SELL
N/A
-189 Reduced 0.21%
91,925 $7.65 Million
Q1 2019

Apr 09, 2019
SELL
N/A
-3,109 Reduced 3.26%
92,114 $7.32 Million
Q4 2018

Jan 24, 2019
BUY
N/A
557 Added 0.59%
95,223 $6.56 Million
Q3 2018

Oct 25, 2018
SELL
N/A
-67 Reduced 0.07%
94,666 $7.6 Million
Q2 2018

Jul 06, 2018
SELL
N/A
-568 Reduced 0.6%
94,733 $7.18 Million
Q1 2018

Apr 17, 2018
SELL
N/A
-5,756 Reduced 5.7%
95,301 $6.86 Million
Q4 2017

Jan 29, 2018
SELL
N/A
-3,726 Reduced 3.56%
101,057 $7.15 Million
Q3 2017

Oct 18, 2017
SELL
N/A
-950 Reduced 0.9%
104,783 $6.92 Million
Q2 2017

Aug 08, 2017
BUY
N/A
105,733
105,733 $668,000

Others Institutions Holding SCHG

# of Institutions
1,545
Shares Held
758M
Call Options Held
327K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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