Newman Dignan & Sheerar, Inc. Schwab Strategic Tr Us Large C Transaction History
Newman Dignan & Sheerar, Inc.
- $369 Million
- Q1 2024
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
Others Institutions Holding SCHX
# of Institutions
1,257Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.27 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.24 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.82 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$816 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$676 Million24.51% of portfolio