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Newman Dignan & Sheerar Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

Newman Dignan & Sheerar Inc’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.02M Sell
69,825
-149
-0.2% -$4.17K 0.39% 56
2026
Q1 		$1.76M Sell
69,974
-95
-0.1% -$2.49K 0.37% 56
2025
Q4 		$1.84M Buy
70,069
+305
+0.4% +$7.94K 0.38% 55
2025
Q3 		$1.79M Sell
69,764
-1,484
-2% -$36.7K 0.39% 57
2025
Q2 		$1.7M Buy
71,248
+157
+0.2% +$3.46K 0.39% 60
2025
Q1 		$1.53M Sell
71,091
-600
-0.8% -$13.6K 0.42% 57
2024
Q4 		$1.63M Sell
71,691
-142,764
-67% -$3.26M 0.42% 59
2024
Q3 		$1.61M Buy
214,455
+146,631
+216% +$3.13M 0.38% 60
2024
Q2 		$1.42M Buy
67,824
+5,958
+10% +$121K 0.37% 65
2024
Q1 		$1.26M Buy
61,866
+4,038
+7% +$78.1K 0.34% 75
2023
Q4 		$1.07M Buy
57,828
+2,730
+5% +$47.2K 0.32% 79
2023
Q3 		$916K Buy
55,098
+8,697
+19% +$151K 0.3% 77
2023
Q2 		$800K Buy
46,401
+1,185
+3% +$19.3K 0.25% 92
2023
Q1 		$721K Sell
45,216
-9
-0% -$141 0.23% 93
2022
Q4 		$676K Buy
45,225
+1,929
+4% +$29K 0.22% 98
2022
Q3 		$606 Buy
43,296
+1,905
+5% +$29.6K 0.09% 96
2022
Q2 		$610K Buy
41,391
+2,079
+5% +$33.4K 0.21% 103
2022
Q1 		$700 Sell
39,312
-1,044
-3% -$18.3K 0.13% 98
2021
Q4 		$760K Sell
40,356
-1,056
-3% -$19.4K 0.23% 92
2021
Q3 		$717K Sell
41,412
-126
-0.3% -$2.24K 0.21% 92
2021
Q2 		$722K Buy
41,538
+594
+1% +$10.1K 0.24% 92
2021
Q1 		$660K Sell
40,944
-2,766
-6% -$43.6K 0.24% 91
2020
Q4 		$663 Sell
43,710
-3,000
-6% -$42.7K 0.11% 85
2020
Q3 		$620K Buy
46,710
+360
+0.8% +$4.73K 0.26% 86
2020
Q2 		$597K Buy
46,350
+2,196
+5% +$25.3K 0.26% 82
2020
Q1 		$479K Sell
44,154
-358,686
-89% -$4.34M 0.25% 80
2019
Q4 		$516 Buy
402,840
+363,852
+933% +$4.46M 0.06% 99
2019
Q3 		$461K Buy
38,988
+642
+2% +$7.59K 0.22% 98
2019
Q2 		$451 Sell
38,346
-420
-1% -$4.85K 0.01% 105
2019
Q1 		$440K Sell
38,766
-346,698
-90% -$3.79M 0.18% 101
2018
Q4 		$3.85K Buy
385,464
+346,974
+901% +$3.75M 0.33% 19
2018
Q3 		$446K Buy
38,490
+240
+0.6% +$2.77K 0.2% 110
2018
Q2 		$421 Buy
38,250
+492
+1% +$5.38K 0.03% 109
2018
Q1 		$404K Sell
37,758
-2,880
-7% -$31.6K 0.2% 112
2017
Q4 		$437K Sell
40,638
-714
-2% -$7.49K 0.22% 110
2017
Q3 		$420K Buy
41,352
+1,044
+3% +$10.4K 0.22% 107
2017
Q2 		$393K Buy
40,308
+2,736
+7% +$26.4K 0.22% 110
2017
Q1 		$357 Buy
37,572
+9,420
+33% +$88.4K 0.16% 112
2016
Q4 		$254K Buy
28,152
+234
+0.8% +$2.06K 0.15% 126
2016
Q3 		$243K Sell
27,918
-20,958
-43% -$182K 0.15% 134
2016
Q2 		$410K Sell
48,876
-18
-0% -$149 0.26% 99
2016
Q1 		$402K Sell
48,894
-318
-0.6% -$2.47K 0.29% 89
2015
Q4 		$402K Sell
49,212
-1,290
-3% -$10.6K 0.28% 92
2015
Q3 		$390K Buy
50,502
+36
+0.1% +$296 0.25% 87
2015
Q2 		$422K Buy
50,466
+756
+2% +$6.46K 0.3% 88
2015
Q1 		$418K Sell
49,710
-576
-1% -$4.82K 0.3% 91
2014
Q4 		$418 Buy
50,286
+3,978
+9% +$32.2K 0.25% 90
2014
Q3 		$367K Sell
46,308
-5,124
-10% -$41K 0.28% 98
2014
Q2 		$409 Sell
51,432
-252
-0.5% -$1.94K 0.23% 93
2014
Q1 		$394K Buy
51,684
+606
+1% +$4.53K 0.28% 97
2013
Q4 		$383 Buy
51,078
+1,026
+2% +$7.38K 0.02% 102
2013
Q3 		$343K Sell
50,052
-7,308
-13% -$49.7K 0.27% 105
2013
Q2 		$372 Buy
+57,360
New +$372K 0.03% 93

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

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

Newman Dignan & Sheerar Inc reduced its Schwab US Broad Market ETF (SCHB) stake by 0.21% in Q2 2026, selling an estimated $4.17K and leaving 69,825 shares worth $2.02M. The position accounts for 0.39% of the portfolio, ranked #56.

Newman Dignan & Sheerar Inc first reported a position in SCHB in Q2 2013 and has held it in 53 quarters since. 946 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 69,825 shares of Schwab US Broad Market ETF worth $2.02M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 149 Schwab US Broad Market ETF shares in Q2 2026, an estimated $4.17K.
  • Schwab US Broad Market ETF made up 0.39% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #56 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 53 quarters since.
  • 946 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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