Newman Dignan & Sheerar, Inc. Schwab Us Aggregate Bond ETF Transaction History
Newman Dignan & Sheerar, Inc.
- $457 Million
- Q3 2025
A detailed history of Newman Dignan & Sheerar, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Newman Dignan & Sheerar, Inc. holds 9,637 shares of SCHZ stock, worth $225,505. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,637
Previous 9,578
0.62%
Holding current value
$225,505
Previous $221,000
2.26%
% of portfolio
0.05%
Previous 0.05%
Shares
34 transactions
Others Institutions Holding SCHZ
# of Institutions
704Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio