Schwab U S Broad Market ETF shares owned by Newman Dignan & Sheerar
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Newman Dignan & Sheerar
from 13F filings
Historical chart of Newman Dignan & Sheerar investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Newman Dignan & Sheerar
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 70k | 25.71 |
| 2025-06-30 | $1.7M | 71k | 23.83 |
| 2025-03-31 | $1.6M | 72k | 22.70 |
| 2024-12-31 | $1.6M | 72k | 22.70 |
| 2024-09-30 | $1.6M | 72k | 22.46 |
| 2024-06-30 | $1.4M | 23k | 62.87 |
| 2024-03-31 | $1.3M | 21k | 61.05 |
| 2023-12-31 | $1.1M | 19k | 55.67 |
| 2023-09-30 | $916k | 18k | 49.85 |
| 2023-06-30 | $800k | 16k | 51.70 |
| 2023-03-31 | $721k | 15k | 47.85 |
| 2022-12-31 | $676k | 15k | 44.81 |
| 2022-09-30 | $606k | 14k | 41.99 |
| 2022-06-30 | $610k | 14k | 44.21 |
| 2022-03-31 | $700k | 13k | 53.42 |
| 2021-12-31 | $760k | 6.7k | 112.99 |
| 2021-09-30 | $717k | 6.9k | 103.88 |
| 2021-06-30 | $722k | 6.9k | 104.29 |
| 2021-03-31 | $660k | 6.8k | 96.72 |
| 2020-12-31 | $663k | 7.3k | 91.01 |
| 2020-09-30 | $620k | 7.8k | 79.64 |
| 2020-06-30 | $597k | 7.7k | 77.28 |
| 2020-03-31 | $479k | 7.4k | 65.09 |
| 2019-12-31 | $516k | 67k | 7.69 |
| 2019-09-30 | $461k | 6.5k | 70.94 |
| 2019-06-30 | $451k | 6.4k | 70.57 |
| 2019-03-31 | $440k | 6.5k | 68.10 |
| 2018-12-31 | $3.9M | 64k | 59.96 |
| 2018-09-30 | $446k | 6.4k | 69.52 |
| 2018-06-30 | $421k | 6.4k | 66.04 |
| 2018-03-31 | $404k | 6.3k | 64.20 |
| 2017-12-31 | $437k | 6.8k | 64.52 |
| 2017-09-30 | $420k | 6.9k | 60.94 |
| 2017-06-30 | $393k | 6.7k | 58.50 |
| 2017-03-31 | $357k | 6.3k | 57.01 |
| 2016-12-31 | $254k | 4.7k | 54.13 |
| 2016-09-30 | $243k | 4.7k | 52.22 |
| 2016-06-30 | $410k | 8.1k | 50.33 |
| 2016-03-31 | $402k | 8.1k | 49.33 |
| 2015-12-31 | $402k | 8.2k | 49.01 |
| 2015-09-30 | $390k | 8.4k | 46.33 |
| 2015-06-30 | $422k | 8.4k | 50.17 |
| 2015-03-31 | $418k | 8.3k | 50.45 |
| 2014-12-31 | $418k | 8.4k | 49.87 |
| 2014-09-30 | $367k | 7.7k | 47.55 |
| 2014-06-30 | $409k | 8.6k | 47.71 |
| 2014-03-31 | $394k | 8.6k | 45.74 |
| 2013-12-31 | $383k | 8.5k | 44.99 |
| 2013-09-30 | $343k | 8.3k | 41.12 |
| 2013-06-30 | $372k | 9.6k | 38.91 |