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

Newman Dignan & Sheerar Inc’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.9M Sell
1,559,413
-429
-0% -$12.3K 8.78% 1
2026
Q1 		$40M Buy
1,559,842
+21,417
+1% +$575K 8.42% 1
2025
Q4 		$41.4M Sell
1,538,425
-5,582
-0.4% -$149K 8.63% 1
2025
Q3 		$40.7M Sell
1,544,007
-20,217
-1% -$513K 8.78% 1
2025
Q2 		$38.2M Buy
1,564,224
+7,187
+0.5% +$162K 8.79% 1
2025
Q1 		$34.4M Buy
1,557,037
+60,514
+4% +$1.41M 9.38% 1
2024
Q4 		$34.7M Sell
1,496,523
-2,999,244
-67% -$69.9M 8.89% 1
2024
Q3 		$34.4M Buy
4,495,767
+3,024,708
+206% +$65.9M 8.23% 1
2024
Q2 		$31.5M Buy
1,471,059
+32,721
+2% +$676K 8.13% 1
2024
Q1 		$29.8M Buy
1,438,338
+48,408
+3% +$953K 7.96% 1
2023
Q4 		$26.1M Buy
1,389,930
+64,335
+5% +$1.13M 7.89% 1
2023
Q3 		$22.4M Buy
1,325,595
+61,368
+5% +$1.08M 7.34% 1
2023
Q2 		$22.1M Buy
1,264,227
+125,709
+11% +$2.08M 6.81% 1
2023
Q1 		$18.4M Buy
1,138,518
+23,523
+2% +$370K 5.89% 1
2022
Q4 		$16.8M Buy
1,114,995
+26,991
+2% +$409K 5.56% 2
2022
Q3 		$15.4K Buy
1,088,004
+12,021
+1% +$189K 2.41% 2
2022
Q2 		$16M Buy
1,075,983
+62,571
+6% +$1.01M 5.47% 1
2022
Q1 		$18.2K Sell
1,013,412
-11,754
-1% -$208K 3.49% 2
2021
Q4 		$19.4M Sell
1,025,166
-9,780
-0.9% -$181K 5.9% 1
2021
Q3 		$17.9M Buy
1,034,946
+9,552
+0.9% +$170K 5.18% 2
2021
Q2 		$17.8M Sell
1,025,394
-19,026
-2% -$321K 5.99% 1
2021
Q1 		$1.67M Buy
1,044,420
+30,306
+3% +$475K 0.61% 48
2020
Q4 		$15.4K Buy
1,014,114
+24,840
+3% +$355K 2.47% 2
2020
Q3 		$13.3M Buy
989,274
+23,928
+2% +$318K 5.56% 1
2020
Q2 		$12.5M Buy
965,346
+33,684
+4% +$393K 5.41% 1
2020
Q1 		$10.3M Sell
931,662
-6,967,938
-88% -$84.6M 5.37% 3
2019
Q4 		$10.1K Buy
7,899,600
+7,149,084
+953% +$87.6M 1.08% 4
2019
Q3 		$8.87M Buy
750,516
+18,960
+3% +$223K 4.18% 3
2019
Q2 		$8.56K Buy
731,556
+659,754
+919% +$7.58M 0.23% 4
2019
Q1 		$8.09M Sell
71,802
-6,815,682
-99% -$73.8M 3.25% 5
2018
Q4 		$68.5K Buy
6,887,484
+6,255,186
+989% +$67.1M 5.81% 2
2018
Q3 		$7.25M Buy
632,298
+22,104
+4% +$251K 3.17% 7
2018
Q2 		$6.61K Buy
610,194
+9,582
+2% +$103K 0.44% 7
2018
Q1 		$6.35M Buy
600,612
+61,788
+11% +$672K 3.21% 6
2017
Q4 		$5.73M Buy
538,824
+122,946
+30% +$1.27M 2.87% 5
2017
Q3 		$4.16M Buy
415,878
+21,408
+5% +$210K 2.22% 9
2017
Q2 		$3.8M Buy
394,470
+7,944
+2% +$75.8K 2.11% 10
2017
Q1 		$3.63K Buy
386,526
+6,360
+2% +$58.8K 1.61% 15
2016
Q4 		$3.38M Buy
380,166
+10,062
+3% +$87.4K 2.06% 12
2016
Q3 		$3.18M Sell
370,104
-9,144
-2% -$78.4K 2% 13
2016
Q2 		$3.15M Buy
379,248
+10,758
+3% +$88.4K 1.97% 12
2016
Q1 		$3M Buy
368,490
+16,068
+5% +$124K 2.18% 10
2015
Q4 		$2.85M Buy
352,422
+14,148
+4% +$115K 2.01% 11
2015
Q3 		$2.58M Buy
338,274
+3,984
+1% +$32.2K 1.66% 11
2015
Q2 		$2.75M Buy
334,290
+6,834
+2% +$57.4K 1.98% 10
2015
Q1 		$2.71M Buy
327,456
+25,344
+8% +$209K 1.93% 11
2014
Q4 		$2.47K Buy
302,112
+33,624
+13% +$269K 1.48% 16
2014
Q3 		$2.1M Buy
268,488
+18,834
+8% +$148K 1.58% 17
2014
Q2 		$1.95K Buy
249,654
+177,630
+247% +$1.35M 1.11% 26
2014
Q1 		$537K Buy
72,024
+4,224
+6% +$30.9K 0.38% 80
2013
Q4 		$498 Buy
67,800
+3,606
+6% +$25.4K 0.02% 85
2013
Q3 		$430K Buy
64,194
+3,762
+6% +$25.1K 0.33% 90
2013
Q2 		$385 Buy
+60,432
New +$387K 0.03% 89

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

Newman Dignan & Sheerar Inc reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.03% in Q2 2026, selling an estimated $12.3K and leaving 1,559,413 shares worth $45.9M. The position accounts for 8.78% of the portfolio, ranked #1.

Newman Dignan & Sheerar Inc first reported a position in SCHX in Q2 2013 and has held it in 53 quarters since. 1,087 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 1,559,413 shares of Schwab US Large- Cap ETF worth $45.9M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 429 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $12.3K.
  • Schwab US Large- Cap ETF made up 8.78% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #1 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,087 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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