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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

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

Quarter filed Position value Share count Share price at filing
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)
Schwab Dow Jones US Div Eq ETF Etf (SCHD)
Apple (AAPL)
Microsoft Corporation (MSFT)
ETFS Phys. Swiss Gold Shares Etf (SGOL)
Alphabet Inc Class A cs (GOOGL)
Proshares S&P 500 Div Aristocrats Etf (NOBL)
Schwab Dow Jones US Mid-Cap ETF Etf (SCHM)
First Trust TCWOpportunistic Fxd Inc ETF Etf (FIXD)
Dimensional Emerg Core Equity Mkt ETF Etf (DFAE)
Schwab Dow Jones US Large Growth ETF Etf (SCHG)
Merck & Co (MRK)
Schwab FTSE Developed ex-US ETF Etf (SCHF)
First Trust Preferred Sec & Inc ETF Etf (FPE)
Vanguard S&P 500 ETF Etf (VOO)

View all positions for Newman Dignan & Sheerar

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq