Newman Dignan & Sheerar, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Newman Dignan & Sheerar, Inc.

  • $363 Million
  • Q1 2025

A detailed history of Newman Dignan & Sheerar, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Newman Dignan & Sheerar, Inc. holds 164,046 shares of SCHM stock, worth $4.44 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
164,046
Previous 282,762 41.98%
Holding current value
$4.44 Million
Previous $7.41 Million 41.98%
% of portfolio
1.19%
Previous 1.97%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$25.58 - $29.24 $3.04 Million - $3.47 Million
-118,716 Reduced 41.98%
164,046 $4.3 Million
Q4 2024

Jan 30, 2025
BUY
$27.54 - $83.04 $404,314 - $1.22 Million
14,681 Added 5.48%
282,762 $7.84 Million
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $13.7 Million - $15.1 Million
181,779 Added 210.63%
268,081 $22.3 Million
Q2 2024

Jul 15, 2024
BUY
$75.69 - $81.19 $133,214 - $142,894
1,760 Added 2.08%
86,302 $6.72 Million
Q1 2024

Apr 26, 2024
SELL
$72.89 - $81.43 $162,763 - $181,833
-2,233 Reduced 2.57%
84,542 $6.88 Million
Q4 2023

Feb 08, 2024
BUY
$63.01 - $75.95 $3,717 - $4,481
59 Added 0.07%
86,775 $6.54 Million
Q3 2023

Nov 07, 2023
SELL
$66.75 - $73.98 $22,828 - $25,301
-342 Reduced 0.39%
86,716 $5.87 Million
Q2 2023

Aug 02, 2023
BUY
$65.29 - $71.03 $7,834 - $8,523
120 Added 0.14%
87,058 $6.18 Million
Q1 2023

Apr 28, 2023
SELL
$64.24 - $73.9 $21,070 - $24,239
-328 Reduced 0.38%
86,938 $5.9 Million
Q4 2022

Jan 20, 2023
BUY
$61.05 - $69.94 $90,231 - $103,371
1,478 Added 1.72%
87,266 $0
Q3 2022

Oct 18, 2022
BUY
$60.5 - $72.51 $58,382 - $69,972
965 Added 1.14%
85,788 $5.19 Million
Q2 2022

Aug 03, 2022
BUY
$60.91 - $76.4 $59,387 - $74,490
975 Added 1.16%
84,823 $5.32 Million
Q1 2022

Apr 14, 2022
BUY
$70.66 - $80.89 $103,870 - $118,908
1,470 Added 1.78%
83,848 $6.36 Million
Q4 2021

Jan 18, 2022
BUY
$76.01 - $83.39 $56,019 - $61,458
737 Added 0.9%
82,378 $6.63 Million
Q3 2021

Oct 07, 2021
BUY
$74.65 - $80.95 $88,982 - $96,492
1,192 Added 1.48%
81,641 $6.26 Million
Q2 2021

Jul 28, 2021
BUY
$74.64 - $79.12 $44,037 - $46,680
590 Added 0.74%
80,449 $6.3 Million
Q1 2021

May 05, 2021
BUY
$67.07 - $76.85 $112,208 - $128,570
1,673 Added 2.14%
79,859 $5.94 Million
Q4 2020

Jan 29, 2021
SELL
$55.93 - $68.45 $3,243 - $3,970
-58 Reduced 0.07%
78,186 $5.33 Million
Q3 2020

Oct 14, 2020
SELL
$51.99 - $58.83 $13,153 - $14,883
-253 Reduced 0.32%
78,244 $4.34 Million
Q2 2020

Aug 06, 2020
SELL
$39.01 - $57.03 $57,968 - $84,746
-1,486 Reduced 1.86%
78,497 $4.36 Million
Q1 2020

Apr 20, 2020
SELL
$35.83 - $62.24 $592,592 - $1.03 Million
-16,539 Reduced 17.13%
79,983 $3.54 Million
Q4 2019

Jan 15, 2020
BUY
$54.56 - $60.24 $103,009 - $113,733
1,888 Added 2.0%
96,522 $5.81 Million
Q3 2019

Oct 21, 2019
SELL
$56.23 - $57.59 $425,211 - $435,495
-7,562 Reduced 7.4%
94,634 $5.35 Million
Q2 2019

Jul 31, 2019
SELL
N/A
-3,706 Reduced 3.5%
102,196 $5.83 Million
Q1 2019

Apr 09, 2019
BUY
N/A
209 Added 0.2%
105,902 $5.87 Million
Q4 2018

Jan 24, 2019
SELL
N/A
-2,387 Reduced 2.21%
105,693 $5.07 Million
Q3 2018

Oct 25, 2018
BUY
N/A
1,382 Added 1.3%
108,080 $6.09 Million
Q2 2018

Jul 06, 2018
BUY
N/A
1,076 Added 1.02%
106,698 $5.86 Million
Q1 2018

Apr 17, 2018
SELL
N/A
-722 Reduced 0.68%
105,622 $5.58 Million
Q4 2017

Jan 29, 2018
BUY
N/A
12,540 Added 13.37%
106,344 $5.67 Million
Q3 2017

Oct 18, 2017
BUY
N/A
1,971 Added 2.15%
93,804 $4.7 Million
Q2 2017

Aug 08, 2017
BUY
N/A
91,833
91,833 $4.42 Million

Others Institutions Holding SCHM

# of Institutions
1,003
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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