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 159,555 shares of SCHV stock, worth $4.44 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
159,555
Previous 164,393
2.94%
Holding current value
$4.44 Million
Previous $4.37 Million
1.03%
% of portfolio
1.03%
Previous 1.2%
Shares
33 transactions
Others Institutions Holding SCHV
# of Institutions
956Shares Held
335MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.48 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.13 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$919 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$450 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$322 Million0.73% of portfolio