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

Newman Dignan & Sheerar, Inc.

  • $363 Million
  • Q1 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 164,393 shares of SCHV stock, worth $4.41 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
164,393
Previous 179,101 8.21%
Holding current value
$4.41 Million
Previous $4.76 Million 8.21%
% of portfolio
1.2%
Previous 1.26%

Shares

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

May 14, 2025
SELL
$25.77 - $27.6 $379,025 - $405,940
-14,708 Reduced 8.21%
164,393 $4.37 Million
Q4 2024

Jan 30, 2025
SELL
$25.79 - $80.4 $90,032 - $280,676
-3,491 Reduced 1.91%
179,101 $4.67 Million
Q3 2024

Nov 12, 2024
BUY
$73.43 - $80.37 $8.73 Million - $9.56 Million
118,936 Added 186.84%
182,592 $14.7 Million
Q2 2024

Jul 15, 2024
SELL
$71.74 - $75.86 $414,226 - $438,015
-5,774 Reduced 8.32%
63,656 $4.72 Million
Q1 2024

Apr 26, 2024
SELL
$68.82 - $75.98 $158,905 - $175,437
-2,309 Reduced 3.22%
69,430 $5.28 Million
Q4 2023

Feb 08, 2024
SELL
$61.16 - $70.24 $269,409 - $309,407
-4,405 Reduced 5.79%
71,739 $5.03 Million
Q3 2023

Nov 07, 2023
SELL
$64.45 - $69.39 $272,107 - $292,964
-4,222 Reduced 5.25%
76,144 $4.91 Million
Q2 2023

Aug 02, 2023
SELL
$63.33 - $67.21 $1.88 Million - $2 Million
-29,707 Reduced 26.99%
80,366 $5.39 Million
Q1 2023

Apr 28, 2023
SELL
$62.59 - $69.3 $186,017 - $205,959
-2,972 Reduced 2.63%
110,073 $7.22 Million
Q4 2022

Jan 20, 2023
SELL
$59.13 - $69.24 $88,399 - $103,513
-1,495 Reduced 1.31%
113,045 $0
Q3 2022

Oct 18, 2022
SELL
$58.51 - $69.02 $287,810 - $339,509
-4,919 Reduced 4.12%
114,540 $6.7 Million
Q2 2022

Aug 03, 2022
SELL
$60.93 - $72.3 $141,845 - $168,314
-2,328 Reduced 1.91%
119,459 $7.46 Million
Q1 2022

Apr 14, 2022
SELL
$67.71 - $74.19 $166,769 - $182,729
-2,463 Reduced 1.98%
121,787 $8.69 Million
Q4 2021

Jan 18, 2022
SELL
$67.9 - $73.3 $245,594 - $265,126
-3,617 Reduced 2.83%
124,250 $9.1 Million
Q3 2021

Oct 07, 2021
BUY
$66.91 - $71.05 $133,217 - $141,460
1,991 Added 1.58%
127,867 $8.63 Million
Q2 2021

Jul 28, 2021
BUY
$65.81 - $69.75 $249,288 - $264,213
3,788 Added 3.1%
125,876 $8.61 Million
Q1 2021

May 05, 2021
BUY
$58.71 - $65.66 $80,256 - $89,757
1,367 Added 1.13%
122,088 $7.97 Million
Q4 2020

Jan 29, 2021
SELL
$50.83 - $59.53 $67,959 - $79,591
-1,337 Reduced 1.1%
120,721 $7.19 Million
Q3 2020

Oct 14, 2020
SELL
$49.44 - $54.86 $8,602 - $9,545
-174 Reduced 0.14%
122,058 $6.37 Million
Q2 2020

Aug 06, 2020
SELL
$42.21 - $55.29 $247,435 - $324,109
-5,862 Reduced 4.58%
122,232 $6.36 Million
Q1 2020

Apr 20, 2020
SELL
$38.4 - $61.03 $666,163 - $1.06 Million
-17,348 Reduced 11.93%
128,094 $6.04 Million
Q4 2019

Jan 15, 2020
BUY
$54.73 - $60.25 $61,461 - $67,660
1,123 Added 0.78%
145,442 $8.74 Million
Q3 2019

Oct 21, 2019
SELL
$56.56 - $57.5 $2,771 - $2,817
-49 Reduced 0.03%
144,319 $8.19 Million
Q2 2019

Jul 31, 2019
BUY
N/A
254 Added 0.18%
144,368 $8.11 Million
Q1 2019

Apr 09, 2019
SELL
N/A
-3,675 Reduced 2.49%
144,114 $7.89 Million
Q4 2018

Jan 24, 2019
BUY
N/A
6,093 Added 4.3%
147,789 $7.29 Million
Q3 2018

Oct 25, 2018
BUY
N/A
1,471 Added 1.05%
141,696 $7.96 Million
Q2 2018

Jul 06, 2018
SELL
N/A
-1,232 Reduced 0.87%
140,225 $7.45 Million
Q1 2018

Apr 17, 2018
SELL
N/A
-2,460 Reduced 1.71%
141,457 $7.54 Million
Q4 2017

Jan 29, 2018
SELL
N/A
-2,426 Reduced 1.66%
143,917 $7.87 Million
Q3 2017

Oct 18, 2017
SELL
N/A
-109 Reduced 0.07%
146,343 $7.58 Million
Q2 2017

Aug 08, 2017
BUY
N/A
146,452
146,452 $7.35 Million

Others Institutions Holding SCHV

# of Institutions
923
Shares Held
335M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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