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Newman Dignan & Sheerar Inc’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Newman Dignan & Sheerar Inc’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.06M Sell
208,689
-7,346
-3% -$243K 1.35% 20
2026
Q1 		$6.29M Sell
216,035
-6,707
-3% -$208K 1.32% 19
2025
Q4 		$7.27M Sell
222,742
-2,581
-1% -$83.9K 1.51% 16
2025
Q3 		$7.19M Sell
225,323
-5,057
-2% -$154K 1.55% 15
2025
Q2 		$6.73M Sell
230,380
-7,734
-3% -$204K 1.55% 16
2025
Q1 		$5.96M Sell
238,114
-22,244
-9% -$609K 1.63% 15
2024
Q4 		$7.26M Sell
260,358
-787,286
-75% -$21.5M 1.86% 12
2024
Q3 		$6.97M Buy
1,047,644
+779,612
+291% +$19.6M 1.67% 13
2024
Q2 		$6.76M Sell
268,032
-8,792
-3% -$207K 1.74% 11
2024
Q1 		$6.42M Sell
276,824
-2,568
-0.9% -$56.8K 1.72% 14
2023
Q4 		$5.79M Sell
279,392
-25,032
-8% -$484K 1.75% 11
2023
Q3 		$5.53M Sell
304,424
-16,936
-5% -$319K 1.82% 12
2023
Q2 		$6.02M Sell
321,360
-70,880
-18% -$1.22M 1.86% 10
2023
Q1 		$6.39M Sell
392,240
-12,528
-3% -$190K 2.05% 10
2022
Q4 		$5.62M Sell
404,768
-13,176
-3% -$189K 1.86% 12
2022
Q3 		$5.83K Sell
417,944
-37,756
-8% -$591K 0.91% 10
2022
Q2 		$6.61M Sell
455,700
-22,184
-5% -$355K 2.25% 8
2022
Q1 		$8.94K Sell
477,884
-21,412
-4% -$390K 1.72% 8
2021
Q4 		$10.2M Sell
499,296
-31,896
-6% -$638K 3.1% 6
2021
Q3 		$9.83M Sell
531,192
-7,760
-1% -$148K 2.84% 6
2021
Q2 		$9.83M Sell
538,952
-82,632
-13% -$1.43M 3.31% 4
2021
Q1 		$10.1M Sell
621,584
-49,424
-7% -$804K 3.66% 2
2020
Q4 		$10.8K Sell
671,008
-3,168
-0.5% -$48K 1.73% 6
2020
Q3 		$9.71M Buy
674,176
+12,888
+2% +$180K 4.06% 5
2020
Q2 		$8.91M Sell
661,288
-22,248
-3% -$259K 3.85% 4
2020
Q1 		$7.41M Sell
683,536
-6,513,584
-91% -$74.3M 3.88% 5
2019
Q4 		$8.36K Buy
7,197,120
+6,468,784
+888% +$71.3M 0.89% 7
2019
Q3 		$7.65M Sell
728,336
-7,064
-1% -$74.5K 3.6% 5
2019
Q2 		$7.65K Sell
735,400
-1,512
-0.2% -$15.4K 0.2% 6
2019
Q1 		$7.32M Sell
736,912
-24,872
-3% -$235K 2.94% 8
2018
Q4 		$6.56K Buy
761,784
+4,456
+0.6% +$41.5K 0.56% 10
2018
Q3 		$7.6M Sell
757,328
-536
-0.1% -$5.34K 3.33% 4
2018
Q2 		$7.18K Sell
757,864
-4,544
-0.6% -$42.3K 0.48% 6
2018
Q1 		$6.86M Sell
762,408
-46,048
-6% -$425K 3.46% 4
2017
Q4 		$7.15M Sell
808,456
-29,808
-4% -$256K 3.58% 3
2017
Q3 		$6.92M Sell
838,264
-7,600
-0.9% -$61.6K 3.69% 3
2017
Q2 		$668K Sell
845,864
-18,976
-2% -$148K 0.37% 77
2017
Q1 		$6.54K Sell
864,840
-15,872
-2% -$117K 2.9% 5
2016
Q4 		$6.15M Sell
880,712
-15,168
-2% -$105K 3.75% 3
2016
Q3 		$6.21M Sell
895,880
-6,672
-0.7% -$45.8K 3.91% 2
2016
Q2 		$5.92M Sell
902,552
-17,096
-2% -$112K 3.7% 4
2016
Q1 		$6.03M Sell
919,648
-83,560
-8% -$518K 4.38% 2
2015
Q4 		$6.63M Buy
1,003,208
+15,456
+2% +$103K 4.68% 1
2015
Q3 		$6.17M Buy
987,752
+712
+0.1% +$4.74K 3.97% 2
2015
Q2 		$6.62M Sell
987,040
-31,000
-3% -$211K 4.77% 1
2015
Q1 		$6.86M Buy
1,018,040
+35,088
+4% +$233K 4.89% 1
2014
Q4 		$6.36K Buy
982,952
+18,632
+2% +$117K 3.81% 2
2014
Q3 		$5.93M Sell
964,320
-1,544
-0.2% -$9.5K 4.45% 1
2014
Q2 		$5.86K Sell
965,864
-201,552
-17% -$1.18M 3.34% 4
2014
Q1 		$6.71M Sell
1,167,416
-15,976
-1% -$90.8K 4.78% 1
2013
Q4 		$6.69K Buy
1,183,392
+49,088
+4% +$265K 0.33% 2
2013
Q3 		$5.83M Buy
1,134,304
+13,528
+1% +$68.2K 4.53% 1
2013
Q2 		$5.34K Buy
+1,120,776
New +$5.36M 0.41% 5

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

Newman Dignan & Sheerar Inc reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.4% in Q2 2026, selling an estimated $243K and leaving 208,689 shares worth $7.06M. The position accounts for 1.35% of the portfolio, ranked #20.

Newman Dignan & Sheerar Inc first reported a position in SCHG in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.2M in Q4 2021. 1,144 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 208,689 shares of Schwab US Large-Cap Growth ETF worth $7.06M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 7,346 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $243K.
  • Schwab US Large-Cap Growth ETF made up 1.35% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #20 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Schwab US Large-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Newman Dignan & Sheerar Inc's Schwab US Large-Cap Growth ETF position peaked at $10.2M in Q4 2021.
  • 1,144 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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