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Newman Dignan & Sheerar Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Newman Dignan & Sheerar Inc’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.51M Sell
149,532
-431
-0.3% -$14.8K 1.05% 26
2026
Q1 		$4.64M Sell
149,963
-3,066
-2% -$97.6K 0.98% 25
2025
Q4 		$4.6M Buy
153,029
+3,214
+2% +$95.8K 0.96% 24
2025
Q3 		$4.44M Sell
149,815
-5,487
-4% -$160K 0.96% 24
2025
Q2 		$4.36M Sell
155,302
-8,744
-5% -$231K 1% 22
2025
Q1 		$4.3M Sell
164,046
-118,716
-42% -$3.31M 1.17% 21
2024
Q4 		$7.84M Sell
282,762
-521,481
-65% -$14.9M 2.01% 10
2024
Q3 		$7.48M Buy
804,243
+545,337
+211% +$14.5M 1.79% 11
2024
Q2 		$6.72M Buy
258,906
+5,280
+2% +$138K 1.73% 12
2024
Q1 		$6.88M Sell
253,626
-6,699
-3% -$171K 1.84% 11
2023
Q4 		$6.54M Buy
260,325
+177
+0.1% +$4.05K 1.97% 8
2023
Q3 		$5.87M Sell
260,148
-1,026
-0.4% -$24.3K 1.93% 9
2023
Q2 		$6.18M Buy
261,174
+360
+0.1% +$8.11K 1.91% 9
2023
Q1 		$5.9M Sell
260,814
-984
-0.4% -$22.7K 1.89% 11
2022
Q4 		$5.73M Buy
261,798
+4,434
+2% +$97.2K 1.9% 10
2022
Q3 		$5.19K Buy
257,364
+2,895
+1% +$64.6K 0.81% 12
2022
Q2 		$5.32M Buy
254,469
+2,925
+1% +$67.5K 1.82% 11
2022
Q1 		$6.36K Buy
251,544
+4,410
+2% +$111K 1.22% 11
2021
Q4 		$6.63M Buy
247,134
+2,211
+0.9% +$59K 2.01% 10
2021
Q3 		$6.26M Buy
244,923
+3,576
+1% +$93.4K 1.81% 12
2021
Q2 		$6.3M Buy
241,347
+1,770
+0.7% +$45.7K 2.12% 10
2021
Q1 		$5.94M Buy
239,577
+5,019
+2% +$122K 2.16% 10
2020
Q4 		$5.33K Sell
234,558
-174
-0.1% -$3.63K 0.86% 13
2020
Q3 		$4.34M Sell
234,732
-759
-0.3% -$14.1K 1.81% 14
2020
Q2 		$4.36M Sell
235,491
-4,458
-2% -$72.7K 1.88% 14
2020
Q1 		$3.54M Sell
239,949
-49,617
-17% -$909K 1.85% 14
2019
Q4 		$5.81K Buy
289,566
+5,664
+2% +$110K 0.62% 11
2019
Q3 		$5.35M Sell
283,902
-22,686
-7% -$429K 2.52% 7
2019
Q2 		$5.83K Sell
306,588
-11,118
-3% -$208K 0.16% 8
2019
Q1 		$5.87M Buy
317,706
+627
+0.2% +$11.2K 2.36% 10
2018
Q4 		$5.07K Sell
317,079
-7,161
-2% -$125K 0.43% 13
2018
Q3 		$6.08M Buy
324,240
+4,146
+1% +$79K 2.66% 8
2018
Q2 		$5.86K Buy
320,094
+3,228
+1% +$58.4K 0.39% 8
2018
Q1 		$5.58M Sell
316,866
-2,166
-0.7% -$38.9K 2.82% 8
2017
Q4 		$5.67M Buy
319,032
+37,620
+13% +$649K 2.83% 6
2017
Q3 		$4.7M Buy
281,412
+5,913
+2% +$96.1K 2.51% 6
2017
Q2 		$4.42M Buy
275,499
+8,331
+3% +$132K 2.45% 8
2017
Q1 		$4.21K Buy
267,168
+12,972
+5% +$202K 1.87% 11
2016
Q4 		$3.83M Buy
254,196
+15,333
+6% +$224K 2.33% 8
2016
Q3 		$3.46M Buy
238,863
+5,178
+2% +$74.9K 2.18% 11
2016
Q2 		$3.27M Buy
233,685
+114,768
+97% +$1.58M 2.04% 11
2016
Q1 		$1.61M Sell
118,917
-1,650
-1% -$20.8K 1.17% 24
2015
Q4 		$1.61M Buy
120,567
+6,090
+5% +$82.7K 1.14% 25
2015
Q3 		$1.49M Buy
114,477
+3,873
+4% +$53.8K 0.95% 23
2015
Q2 		$1.57M Buy
110,604
+11,679
+12% +$169K 1.13% 24
2015
Q1 		$1.42M Buy
98,925
+17,229
+21% +$240K 1.02% 29
2014
Q4 		$1.11K Buy
81,696
+14,640
+22% +$193K 0.66% 39
2014
Q3 		$865K Buy
67,056
+978
+1% +$13K 0.65% 48
2014
Q2 		$886 Sell
66,078
-345
-0.5% -$4.45K 0.5% 55
2014
Q1 		$855K Sell
66,423
-1,008
-1% -$12.7K 0.61% 51
2013
Q4 		$842 Sell
67,431
-150
-0.2% -$1.8K 0.04% 52
2013
Q3 		$780K Sell
67,581
-1,383
-2% -$15.6K 0.61% 53
2013
Q2 		$735 Buy
+68,964
New +$735K 0.06% 54

Other funds holding SCHM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

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

Newman Dignan & Sheerar Inc reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.29% in Q2 2026, selling an estimated $14.8K and leaving 149,532 shares worth $5.51M. The position accounts for 1.05% of the portfolio, ranked #26.

Newman Dignan & Sheerar Inc first reported a position in SCHM in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.84M in Q4 2024. 728 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 149,532 shares of Schwab US Mid-Cap ETF worth $5.51M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 431 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $14.8K.
  • Schwab US Mid-Cap ETF made up 1.05% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #26 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Newman Dignan & Sheerar Inc's Schwab US Mid-Cap ETF position peaked at $7.84M in Q4 2024.
  • 728 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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