NDSI
SCHV

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

Newman Dignan & Sheerar Inc’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.02M Sell
144,331
-1,671
-1% -$55K 0.96% 28
2026
Q1 		$4.45M Sell
146,002
-10,881
-7% -$339K 0.94% 27
2025
Q4 		$4.65M Sell
156,883
-854
-0.5% -$25K 0.97% 23
2025
Q3 		$4.59M Sell
157,737
-1,818
-1% -$51.7K 0.99% 22
2025
Q2 		$4.41M Sell
159,555
-4,838
-3% -$127K 1.01% 21
2025
Q1 		$4.37M Sell
164,393
-14,708
-8% -$395K 1.19% 19
2024
Q4 		$4.67M Sell
179,101
-368,675
-67% -$9.95M 1.2% 23
2024
Q3 		$4.91M Buy
547,776
+356,808
+187% +$9.17M 1.18% 23
2024
Q2 		$4.72M Sell
190,968
-17,322
-8% -$428K 1.22% 23
2024
Q1 		$5.28M Sell
208,290
-6,927
-3% -$166K 1.41% 19
2023
Q4 		$5.03M Sell
215,217
-13,215
-6% -$289K 1.52% 16
2023
Q3 		$4.91M Sell
228,432
-12,666
-5% -$284K 1.61% 15
2023
Q2 		$5.39M Sell
241,098
-89,121
-27% -$1.95M 1.66% 13
2023
Q1 		$7.22M Sell
330,219
-8,916
-3% -$198K 2.32% 7
2022
Q4 		$7.46M Sell
339,135
-4,485
-1% -$97.1K 2.47% 7
2022
Q3 		$6.7K Sell
343,620
-14,757
-4% -$318K 1.05% 7
2022
Q2 		$7.46M Sell
358,377
-6,984
-2% -$157K 2.54% 6
2022
Q1 		$8.69K Sell
365,361
-7,389
-2% -$175K 1.67% 9
2021
Q4 		$9.1M Sell
372,750
-10,851
-3% -$257K 2.76% 8
2021
Q3 		$8.63M Buy
383,601
+5,973
+2% +$138K 2.49% 9
2021
Q2 		$8.61M Buy
377,628
+11,364
+3% +$258K 2.9% 8
2021
Q1 		$7.97M Buy
366,264
+4,101
+1% +$85.4K 2.89% 6
2020
Q4 		$7.19K Sell
362,163
-4,011
-1% -$75K 1.16% 8
2020
Q3 		$6.37M Sell
366,174
-522
-0.1% -$9.13K 2.66% 7
2020
Q2 		$6.36M Sell
366,696
-17,586
-5% -$287K 2.74% 7
2020
Q1 		$6.04M Sell
384,282
-52,044
-12% -$954K 3.16% 7
2019
Q4 		$8.74K Buy
436,326
+3,369
+0.8% +$65.3K 0.93% 6
2019
Q3 		$8.19M Sell
432,957
-147
-0% -$2.75K 3.86% 4
2019
Q2 		$8.11K Buy
433,104
+762
+0.2% +$14.1K 0.22% 5
2019
Q1 		$7.89M Sell
432,342
-11,025
-2% -$196K 3.17% 7
2018
Q4 		$7.29K Buy
443,367
+18,279
+4% +$323K 0.62% 8
2018
Q3 		$7.96M Buy
425,088
+4,413
+1% +$81.8K 3.48% 3
2018
Q2 		$7.45K Sell
420,675
-3,696
-0.9% -$65.9K 0.5% 4
2018
Q1 		$7.54M Sell
424,371
-7,380
-2% -$135K 3.81% 3
2017
Q4 		$7.87M Sell
431,751
-7,278
-2% -$130K 3.94% 2
2017
Q3 		$7.58M Sell
439,029
-327
-0.1% -$5.54K 4.04% 1
2017
Q2 		$7.35M Sell
439,356
-4,578
-1% -$76.1K 4.08% 1
2017
Q1 		$7.35K Buy
443,934
+35,565
+9% +$585K 3.26% 4
2016
Q4 		$6.55M Sell
408,369
-258
-0.1% -$4K 3.99% 2
2016
Q3 		$6.21M Sell
408,627
-2,685
-0.7% -$40.9K 3.9% 3
2016
Q2 		$6.14M Buy
411,312
+3,951
+1% +$57.8K 3.84% 3
2016
Q1 		$5.87M Buy
407,361
+9,558
+2% +$131K 4.27% 3
2015
Q4 		$5.63M Buy
397,803
+6,624
+2% +$94K 3.97% 2
2015
Q3 		$5.19M Buy
391,179
+2,991
+0.8% +$41.9K 3.34% 3
2015
Q2 		$5.57M Sell
388,188
-8,088
-2% -$119K 4.01% 2
2015
Q1 		$5.72M Sell
396,276
-11,466
-3% -$167K 4.08% 2
2014
Q4 		$5.99K Buy
407,742
+5,895
+1% +$85K 3.58% 3
2014
Q3 		$5.71M Buy
401,847
+2,202
+0.6% +$31.5K 4.29% 2
2014
Q2 		$5.71K Sell
399,645
-63,837
-14% -$890K 3.25% 6
2014
Q1 		$6.37M Sell
463,482
-3,654
-0.8% -$49K 4.53% 2
2013
Q4 		$6.34K Buy
467,136
+6,405
+1% +$83.6K 0.31% 3
2013
Q3 		$5.73M Buy
460,731
+7,767
+2% +$97.3K 4.45% 2
2013
Q2 		$5.47K Buy
+452,964
New +$5.51M 0.42% 4

Other funds holding SCHV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Newman Dignan & Sheerar Inc reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.1% in Q2 2026, selling an estimated $55K and leaving 144,331 shares worth $5.02M. The position accounts for 0.96% of the portfolio, ranked #28.

Newman Dignan & Sheerar Inc first reported a position in SCHV in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.1M in Q4 2021. 654 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 144,331 shares of Schwab US Large-Cap Value ETF worth $5.02M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 1,671 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $55K.
  • Schwab US Large-Cap Value ETF made up 0.96% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #28 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Schwab US Large-Cap Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Newman Dignan & Sheerar Inc's Schwab US Large-Cap Value ETF position peaked at $9.1M in Q4 2021.
  • 654 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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