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Newman Dignan & Sheerar Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Newman Dignan & Sheerar Inc’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.8M Sell
938,972
-544
-0.1% -$17.3K 5.69% 3
2026
Q1 		$28.8M Sell
939,516
-15,522
-2% -$471K 6.07% 3
2025
Q4 		$26.2M Buy
955,038
+33,253
+4% +$904K 5.46% 3
2025
Q3 		$25.2M Buy
921,785
+18,452
+2% +$503K 5.43% 3
2025
Q2 		$23.9M Buy
903,333
+24,784
+3% +$647K 5.5% 3
2025
Q1 		$24.6M Buy
878,549
+72,673
+9% +$2.03M 6.7% 2
2024
Q4 		$22M Sell
805,876
-1,547,477
-66% -$44M 5.64% 2
2024
Q3 		$22.2M Buy
2,353,353
+1,598,517
+212% +$43.5M 5.32% 3
2024
Q2 		$19.6M Buy
754,836
+12,624
+2% +$329K 5.05% 3
2024
Q1 		$19.9M Buy
742,212
+28,218
+4% +$729K 5.33% 2
2023
Q4 		$18.1M Buy
713,994
+34,779
+5% +$829K 5.47% 2
2023
Q3 		$16M Buy
679,215
+15,180
+2% +$372K 5.26% 2
2023
Q2 		$16.1M Buy
664,035
+6,555
+1% +$157K 4.96% 2
2023
Q1 		$16M Sell
657,480
-41,946
-6% -$1.05M 5.15% 2
2022
Q4 		$17.6M Buy
699,426
+13,941
+2% +$344K 5.83% 1
2022
Q3 		$15.2K Buy
685,485
+18,954
+3% +$460K 2.38% 3
2022
Q2 		$15.9M Sell
666,531
-6,276
-0.9% -$160K 5.43% 2
2022
Q1 		$17.7K Buy
672,807
+2,589
+0.4% +$67.8K 3.4% 3
2021
Q4 		$18.1M Sell
670,218
-12,447
-2% -$323K 5.47% 2
2021
Q3 		$16.9M Sell
682,665
-6,300
-0.9% -$160K 4.88% 3
2021
Q2 		$17.4M Sell
688,965
-3,777
-0.5% -$95.4K 5.85% 2
2021
Q1 		$16.8M Sell
692,742
-6,180,330
-90% -$141M 6.1% 1
2020
Q4 		$14.7K Buy
6,873,072
+6,203,478
+926% +$126M 2.36% 3
2020
Q3 		$12.3M Buy
669,594
+14,547
+2% +$268K 5.16% 2
2020
Q2 		$11.9M Buy
655,047
+7,833
+1% +$132K 5.15% 2
2020
Q1 		$10.4M Buy
647,214
+3,810
+0.6% +$68.4K 5.44% 2
2019
Q4 		$12.4K Sell
643,404
-127,491
-17% -$2.39M 1.33% 2
2019
Q3 		$14.1M Buy
770,895
+153,012
+25% +$2.74M 6.63% 1
2019
Q2 		$10.9K Buy
617,883
+29,667
+5% +$522K 0.29% 2
2019
Q1 		$10.3M Buy
588,216
+2,289
+0.4% +$38.5K 4.12% 3
2018
Q4 		$9.17K Buy
585,927
+533,778
+1,024% +$8.9M 0.78% 6
2018
Q3 		$9.16M Sell
52,149
-463,743
-90% -$8.03M 4.01% 1
2018
Q2 		$8.48K Sell
515,892
-7,302
-1% -$120K 0.57% 3
2018
Q1 		$8.57M Buy
523,194
+18,243
+4% +$311K 4.33% 2
2017
Q4 		$8.61M Buy
504,951
+22,287
+5% +$366K 4.31% 1
2017
Q3 		$7.53M Buy
482,664
+9,966
+2% +$152K 4.01% 2
2017
Q2 		$7.11M Sell
472,698
-39,330
-8% -$590K 3.94% 2
2017
Q1 		$7.61K Buy
512,028
+38,721
+8% +$571K 3.37% 3
2016
Q4 		$6.87M Buy
473,307
+1,176
+0.2% +$16.7K 4.19% 1
2016
Q3 		$6.66M Sell
472,131
-2,436
-0.5% -$34.4K 4.19% 1
2016
Q2 		$6.55M Buy
474,567
+11,067
+2% +$149K 4.1% 1
2016
Q1 		$6.19M Buy
463,500
+159,414
+52% +$2.02M 4.51% 1
2015
Q4 		$3.91M Buy
304,086
+10,035
+3% +$129K 2.76% 5
2015
Q3 		$3.52M Buy
294,051
+8,124
+3% +$101K 2.27% 6
2015
Q2 		$3.65M Sell
285,927
-7,203
-2% -$95.3K 2.63% 6
2015
Q1 		$3.85M Sell
293,130
-1,599
-0.5% -$21.3K 2.75% 4
2014
Q4 		$3.92K Buy
294,729
+14,610
+5% +$191K 2.34% 6
2014
Q3 		$3.6M Buy
280,119
+19,899
+8% +$256K 2.7% 5
2014
Q2 		$332 Buy
260,220
+285
+0.1% +$3.57K 0.19% 108
2014
Q1 		$3.19M Buy
259,935
+3,054
+1% +$36.6K 2.27% 7
2013
Q4 		$3.14K Buy
256,881
+21,414
+9% +$253K 0.15% 8
2013
Q3 		$2.64M Sell
235,467
-7,119
-3% -$80.3K 2.05% 8
2013
Q2 		$2.64K Buy
+242,586
New +$2.66M 0.2% 10

Other funds holding SCHD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Newman Dignan & Sheerar Inc reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.06% in Q2 2026, selling an estimated $17.3K and leaving 938,972 shares worth $29.8M. The position accounts for 5.69% of the portfolio, ranked #3.

Newman Dignan & Sheerar Inc first reported a position in SCHD in Q2 2013 and has held it in 53 quarters since. 1,441 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 938,972 shares of Schwab US Dividend Equity ETF worth $29.8M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 544 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $17.3K.
  • Schwab US Dividend Equity ETF made up 5.69% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #3 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Schwab US Dividend Equity ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,441 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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