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 479,446 shares of SCHX stock, worth $30.8 Million. This represents 8.06% of its overall portfolio holdings.

Number of Shares
479,446
Previous 463,310 3.48%
Holding current value
$30.8 Million
Previous $26.1 Million 13.87%
% of portfolio
8.06%
Previous 7.91%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

BUY
$55.41 - $62.08 $894,095 - $1 Million
16,136 Added 3.48%
479,446 $29.8 Million
Q4 2023

Feb 08, 2024

BUY
$48.47 - $56.6 $1.04 Million - $1.21 Million
21,445 Added 4.85%
463,310 $26.1 Million
Q3 2023

Nov 07, 2023

BUY
$50.36 - $54.21 $1.03 Million - $1.11 Million
20,456 Added 4.85%
441,865 $22.4 Million
Q2 2023

Aug 02, 2023

BUY
$47.67 - $52.37 $2 Million - $2.19 Million
41,903 Added 11.04%
421,409 $22.1 Million
Q1 2023

Apr 28, 2023

BUY
$44.78 - $49.41 $351,119 - $387,423
7,841 Added 2.11%
379,506 $18.4 Million
Q4 2022

Jan 20, 2023

BUY
$44.01 - $48.16 $395,957 - $433,295
8,997 Added 2.48%
371,665 $0
Q3 2022

Oct 18, 2022

BUY
N/A
4,007 Added 1.12%
362,668 $15.4 Million
Q2 2022

Aug 03, 2022

BUY
N/A
20,857 Added 6.17%
358,661 $16 Million
Q1 2022

Apr 14, 2022

BUY
N/A
166,943 Added 97.71%
337,804 $18.2 Million
Q4 2021

Jan 18, 2022

SELL
N/A
-1,630 Reduced 0.94%
170,861 $19.4 Million
Q3 2021

Oct 07, 2021

BUY
N/A
1,592 Added 0.93%
172,491 $17.9 Million
Q2 2021

Jul 28, 2021

SELL
N/A
-3,171 Reduced 1.82%
170,899 $17.8 Million
Q1 2021

May 05, 2021

BUY
N/A
5,051 Added 2.99%
174,070 $1.67 Million
Q4 2020

Jan 29, 2021

BUY
N/A
4,140 Added 2.51%
169,019 $15.4 Million
Q3 2020

Oct 14, 2020

BUY
N/A
3,988 Added 2.48%
164,879 $13.3 Million
Q2 2020

Aug 06, 2020

BUY
N/A
5,614 Added 3.62%
160,891 $12.5 Million
Q1 2020

Apr 20, 2020

SELL
N/A
-1,161,323 Reduced 88.21%
155,277 $10.3 Million
Q4 2019

Jan 15, 2020

BUY
N/A
1,191,514 Added 952.56%
1,316,600 $10.1 Million
Q3 2019

Oct 21, 2019

BUY
N/A
3,160 Added 2.59%
125,086 $8.87 Million
Q2 2019

Jul 31, 2019

BUY
N/A
109,959 Added 918.85%
121,926 $8.56 Million
Q1 2019

Apr 09, 2019

SELL
N/A
-1,135,947 Reduced 98.96%
11,967 $8.09 Million
Q4 2018

Jan 24, 2019

BUY
N/A
1,042,531 Added 989.28%
1,147,914 $68.5 Million
Q3 2018

Oct 25, 2018

BUY
N/A
3,684 Added 3.62%
105,383 $7.25 Million
Q2 2018

Jul 06, 2018

BUY
N/A
1,597 Added 1.6%
101,699 $6.61 Million
Q1 2018

Apr 17, 2018

BUY
N/A
10,298 Added 11.47%
100,102 $6.35 Million
Q4 2017

Jan 29, 2018

BUY
N/A
20,491 Added 29.56%
89,804 $5.73 Million
Q3 2017

Oct 18, 2017

BUY
N/A
3,568 Added 5.43%
69,313 $4.16 Million
Q2 2017

Aug 08, 2017

BUY
N/A
65,745
65,745 $3.8 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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