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 1,564,224 shares of SCHX stock, worth $38.9 Million. This represents 8.9% of its overall portfolio holdings.
Number of Shares
1,564,224
Previous 1,557,037
0.46%
Holding current value
$38.9 Million
Previous $34.4 Million
11.2%
% of portfolio
8.9%
Previous 9.48%
Shares
33 transactions
Others Institutions Holding SCHX
# of Institutions
1,537Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\206MShares$5.14 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$2.06 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$865 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$834 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$777 Million9.64% of portfolio