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Newman Dignan & Sheerar Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Newman Dignan & Sheerar Inc’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.57M Sell
126,578
-11
-0% -$363 0.87% 32
2026
Q1 		$3.68M Sell
126,589
-963
-0.8% -$28.9K 0.77% 33
2025
Q4 		$3.63M Sell
127,552
-1,856
-1% -$52.4K 0.76% 34
2025
Q3 		$3.61M Sell
129,408
-3,181
-2% -$85.1K 0.78% 34
2025
Q2 		$3.35M Sell
132,589
-21,627
-14% -$511K 0.77% 34
2025
Q1 		$3.61M Sell
154,216
-28,265
-15% -$720K 0.99% 25
2024
Q4 		$4.72M Sell
182,481
-173,957
-49% -$4.63M 1.21% 22
2024
Q3 		$4.63M Buy
356,438
+180,370
+102% +$4.48M 1.11% 24
2024
Q2 		$4.18M Sell
176,068
-1,378
-0.8% -$32.7K 1.08% 24
2024
Q1 		$4.37M Sell
177,446
-1,820
-1% -$42.6K 1.17% 23
2023
Q4 		$4.23M Buy
179,266
+2,878
+2% +$60.7K 1.28% 20
2023
Q3 		$3.65M Sell
176,388
-2,194
-1% -$48.1K 1.2% 22
2023
Q2 		$3.91M Sell
178,582
-39,548
-18% -$824K 1.21% 20
2023
Q1 		$4.57M Buy
218,130
+7,344
+3% +$158K 1.47% 16
2022
Q4 		$4.27M Buy
210,786
+1,034
+0.5% +$21.2K 1.41% 14
2022
Q3 		$3.96K Buy
209,752
+3,144
+2% +$65.8K 0.62% 16
2022
Q2 		$4.03M Buy
206,608
+11,306
+6% +$242K 1.37% 16
2022
Q1 		$4.63K Buy
195,302
+5,362
+3% +$127K 0.89% 15
2021
Q4 		$4.86M Buy
189,940
+2,616
+1% +$67.7K 1.47% 14
2021
Q3 		$46.9M Sell
187,324
-2,476
-1% -$62.9K 13.54% 1
2021
Q2 		$4.94M Sell
189,800
-408
-0.2% -$10.4K 1.67% 12
2021
Q1 		$4.74M Sell
190,208
-5,596
-3% -$138K 1.72% 15
2020
Q4 		$4.36K Buy
195,804
+220
+0.1% +$4.38K 0.7% 17
2020
Q3 		$3.34M Sell
195,584
-852
-0.4% -$14.7K 1.4% 15
2020
Q2 		$3.37M Sell
196,436
-3,000
-2% -$44.9K 1.45% 16
2020
Q1 		$2.66M Sell
199,436
-77,976
-28% -$1.33M 1.39% 18
2019
Q4 		$5.25K Sell
277,412
-236
-0.1% -$4.27K 0.56% 13
2019
Q3 		$4.84M Sell
277,648
-89,752
-24% -$1.58M 2.28% 9
2019
Q2 		$6.57K Sell
367,400
-19,812
-5% -$350K 0.17% 7
2019
Q1 		$6.77M Sell
387,212
-6,948
-2% -$119K 2.72% 9
2018
Q4 		$5.98K Sell
394,160
-3,460
-0.9% -$58.5K 0.51% 11
2018
Q3 		$7.3M Buy
397,620
+2,652
+0.7% +$50.6K 3.2% 6
2018
Q2 		$7.26K Buy
394,968
+9,292
+2% +$168K 0.49% 5
2018
Q1 		$6.74M Buy
385,676
+796
+0.2% +$14K 3.41% 5
2017
Q4 		$6.71M Buy
384,880
+51,512
+15% +$882K 3.36% 4
2017
Q3 		$5.62M Buy
333,368
+10,172
+3% +$164K 2.99% 4
2017
Q2 		$5.16M Buy
323,196
+5,828
+2% +$92.1K 2.87% 4
2017
Q1 		$5K Buy
317,368
+35,704
+13% +$559K 2.21% 8
2016
Q4 		$4.33M Buy
281,664
+17,120
+6% +$252K 2.64% 5
2016
Q3 		$3.81M Buy
264,544
+5,304
+2% +$75.2K 2.39% 8
2016
Q2 		$3.5M Buy
259,240
+9,188
+4% +$122K 2.19% 9
2016
Q1 		$3.25M Sell
250,052
-79,372
-24% -$961K 2.37% 7
2015
Q4 		$4.29M Buy
329,424
+3,548
+1% +$47.4K 3.03% 4
2015
Q3 		$4.14M Buy
325,876
+17,708
+6% +$244K 2.66% 4
2015
Q2 		$4.43M Buy
308,168
+1,372
+0.4% +$19.9K 3.19% 3
2015
Q1 		$4.42M Buy
306,796
+8,968
+3% +$125K 3.15% 3
2014
Q4 		$4.1K Buy
297,828
+4,920
+2% +$65.3K 2.45% 4
2014
Q3 		$3.76M Buy
292,908
+388
+0.1% +$5.18K 2.83% 4
2014
Q2 		$4.01K Sell
292,520
-1,136
-0.4% -$15K 2.28% 8
2014
Q1 		$3.94M Sell
293,656
-14,228
-5% -$188K 2.8% 5
2013
Q4 		$4.04K Sell
307,884
-3,760
-1% -$47.2K 0.2% 5
2013
Q3 		$3.76M Buy
311,644
+1,628
+0.5% +$19.1K 2.92% 4
2013
Q2 		$3.41K Buy
+310,016
New +$3.36M 0.26% 8

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM

Newman Dignan & Sheerar Inc's SCHA Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.01% in Q2 2026, selling an estimated $363 and leaving 126,578 shares worth $4.57M. The position accounts for 0.87% of the portfolio, ranked #32.

Newman Dignan & Sheerar Inc first reported a position in SCHA in Q2 2013 and has held it in 53 quarters since. The position peaked at $46.9M in Q3 2021. 921 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 126,578 shares of Schwab U.S Small- Cap ETF worth $4.57M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 11 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $363.
  • Schwab U.S Small- Cap ETF made up 0.87% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #32 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Newman Dignan & Sheerar Inc's Schwab U.S Small- Cap ETF position peaked at $46.9M in Q3 2021.
  • 921 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.