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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Newman Dignan & Sheerar

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Newman Dignan & Sheerar from 13F filings

Historical chart of Newman Dignan & Sheerar investment in Sch Fnd Us Lg Etf schwb fdt us lg

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All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Newman Dignan & Sheerar consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Newman Dignan & Sheerar

Quarter filed Position value Share count Share price at filing
2024-03-31 $412k 6.1k 67.39
2023-12-31 $411k 6.6k 61.94
2023-09-30 $341k 6.1k 55.97
2023-06-30 $379k 6.6k 57.57
2023-03-31 $359k 6.5k 54.92
2022-12-31 $363k 6.8k 53.44
2022-09-30 $323k 6.8k 47.77
2022-06-30 $355k 7.0k 50.96
2022-03-31 $436k 7.5k 58.49
2021-12-31 $431k 7.3k 58.65
2021-09-30 $394k 7.3k 53.97
2021-06-30 $375k 6.9k 54.69
2021-03-31 $358k 6.9k 51.67
2020-12-31 $245k 54k 4.54
2020-09-30 $211k 5.5k 38.65
2020-06-30 $207k 5.4k 38.23
2019-12-31 $263k 6.2k 42.69
2019-09-30 $241k 6.1k 39.59
2019-06-30 $237k 6.1k 39.07
2019-03-31 $245k 6.5k 37.90
2018-12-31 $227k 6.7k 33.97
2018-09-30 $272k 6.9k 39.58
2018-06-30 $251k 6.7k 37.32
2018-03-31 $255k 6.9k 36.82
2017-12-31 $270k 7.2k 37.43
2017-09-30 $296k 8.4k 35.18
2017-06-30 $1.3M 38k 33.82
2017-03-31 $1.3M 39k 33.79
2016-12-31 $1.3M 41k 32.62
2016-09-30 $1.3M 42k 31.11
2016-06-30 $1.3M 41k 30.32
2016-03-31 $1.2M 39k 29.48
2015-12-31 $1.1M 38k 28.65
2015-09-30 $965k 35k 27.27
2015-06-30 $1.1M 36k 29.75
2015-03-31 $1.1M 35k 29.99
2014-12-31 $998k 33k 30.11
2014-09-30 $798k 28k 29.00
2014-06-30 $664k 23k 28.95

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ETFS Phys. Swiss Gold Shares Etf (SGOL)
Alphabet Inc Class A cs (GOOGL)
Proshares S&P 500 Div Aristocrats Etf (NOBL)
Dimensional Emerg Core Equity Mkt ETF Etf (DFAE)
Merck & Co (MRK)
Schwab Dow Jones US Mid-Cap ETF Etf (SCHM)
NVIDIA Corporation (NVDA)
First Trust TCWOpportunistic Fxd Inc ETF Etf (FIXD)
Schwab Dow Jones US Large Growth ETF Etf (SCHG)
Vanguard S&P 500 ETF Etf (VOO)

View all positions for Newman Dignan & Sheerar

Top funds holding Sch Fnd Us Lg Etf schwb fdt us lg

Charles Schwab Investment Advisory
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Callan Capital
Bank of America Corporation
Charles Schwab Trust
Lee Financial
Kelman-Lazarov
Kavar Capital Partners Group
Gemmer Asset Management
Bell Investment Advisors

View all funds holding Sch Fnd Us Lg Etf schwb fdt us lg