Newman Dignan & Sheerar »

Schwab Strategic Tr us dividend eq shares owned by Newman Dignan & Sheerar

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Newman Dignan & Sheerar from 13F filings

Historical chart of Newman Dignan & Sheerar investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Newman Dignan & Sheerar consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Newman Dignan & Sheerar

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 785k 28.32
2024-06-30 $20M 252k 77.76
2024-03-31 $20M 247k 80.63
2023-12-31 $18M 238k 76.13
2023-09-30 $16M 226k 70.76
2023-06-30 $16M 221k 72.62
2023-03-31 $16M 219k 73.16
2022-12-31 $18M 233k 75.54
2022-09-30 $15M 229k 66.43
2022-06-30 $16M 222k 71.63
2022-03-31 $18M 224k 78.89
2021-12-31 $18M 223k 80.83
2021-09-30 $17M 228k 74.24
2021-06-30 $17M 230k 75.62
2021-03-31 $17M 231k 72.92
2020-12-31 $15M 2.3M 6.41
2020-09-30 $12M 223k 55.30
2020-06-30 $12M 218k 54.66
2020-03-31 $10M 216k 48.20
2019-12-31 $12M 215k 57.92
2019-09-30 $14M 257k 54.78
2019-06-30 $11M 206k 53.07
2019-03-31 $10M 196k 52.28
2018-12-31 $9.2M 195k 46.97
2018-09-30 $9.2M 17k 526.89
2018-06-30 $8.5M 172k 49.29
2018-03-31 $8.6M 174k 49.14
2017-12-31 $8.6M 168k 51.17
2017-09-30 $7.5M 161k 46.80
2017-06-30 $7.1M 158k 45.10
2017-03-31 $7.6M 171k 44.58
2016-12-31 $6.9M 158k 43.57
2016-09-30 $6.7M 157k 42.31
2016-06-30 $6.6M 158k 41.44
2016-03-31 $6.2M 155k 40.09
2015-12-31 $3.9M 101k 38.56
2015-09-30 $3.5M 98k 35.95
2015-06-30 $3.6M 95k 38.29
2015-03-31 $3.9M 98k 39.41
2014-12-31 $3.9M 98k 39.85
2014-09-30 $3.6M 93k 38.56
2014-06-30 $332k 87k 3.83
2014-03-31 $3.2M 87k 36.85
2013-12-31 $3.1M 86k 36.66
2013-09-30 $2.6M 79k 33.65
2013-06-30 $2.6M 81k 32.70

More positions owned by Newman Dignan & Sheerar

Schwab Dow Jones US Large Cap ETF Etf (SCHX)
Applied Finance Valuation Lg Cap ETF Etf (VSLU)
Schwab Dow Jones US Div Eq ETF Etf (SCHD)
Apple (AAPL)
VictoryShares Core Intermediate Bond ETF Etf (UITB)
Microsoft Corporation (MSFT)
ETFS Phys. Swiss Gold Shares Etf (SGOL)
NVIDIA Corporation (NVDA)
Alphabet Inc Class A cs (GOOGL)
Dimensional Emerg Core Equity Mkt ETF Etf (DFAE)
Schwab Dow Jones US Mid-Cap ETF Etf (SCHM)
Vanguard Tax-Exempt Bond ETF Etf (VTEB)
Schwab Dow Jones US Large Growth ETF Etf (SCHG)
Vanguard S&P 500 ETF Etf (VOO)
Proshares S&P 500 Div Aristocrats Etf (NOBL)

View all positions for Newman Dignan & Sheerar

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq