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 $7.39 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
230,380
Previous 238,114
3.25%
Holding current value
$7.39 Million
Previous $5.96 Million
12.86%
% of portfolio
1.57%
Previous 1.64%
Shares
33 transactions
Others Institutions Holding SCHG
# of Institutions
1,604Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.77 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.47 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.36 Billion13.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.23 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.05 Billion0.17% of portfolio