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Newman Dignan & Sheerar Inc’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Newman Dignan & Sheerar Inc’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$219K Sell
9,466
-305
-3% -$7.06K 0.04% 193
2026
Q1 		$227K Buy
9,771
+46
+0.5% +$1.08K 0.05% 182
2025
Q4 		$227K Buy
9,725
+88
+0.9% +$2.07K 0.05% 180
2025
Q3 		$226K Buy
9,637
+59
+0.6% +$1.37K 0.05% 173
2025
Q2 		$223K Sell
9,578
-6,536
-41% -$150K 0.05% 174
2025
Q1 		$373K Sell
16,114
-336
-2% -$7.7K 0.1% 119
2024
Q4 		$373K Sell
16,450
-17,428
-51% -$403K 0.1% 127
2024
Q3 		$391K Buy
33,878
+10,810
+47% +$253K 0.09% 129
2024
Q2 		$526K Sell
23,068
-2,320
-9% -$52.6K 0.14% 110
2024
Q1 		$584K Sell
25,388
-10,932
-30% -$251K 0.16% 107
2023
Q4 		$847K Buy
36,320
+7,556
+26% +$169K 0.26% 91
2023
Q3 		$636K Buy
28,764
+144
+0.5% +$3.26K 0.21% 100
2023
Q2 		$661K Buy
28,620
+350
+1% +$8.14K 0.2% 103
2023
Q1 		$663K Sell
28,270
-8,256
-23% -$192K 0.21% 97
2022
Q4 		$834K Sell
36,526
-11,492
-24% -$262K 0.28% 87
2022
Q3 		$1.09K Sell
48,018
-43,026
-47% -$1.02M 0.17% 73
2022
Q2 		$2.18M Sell
91,044
-41,610
-31% -$1.01M 0.74% 40
2022
Q1 		$3.35K Sell
132,654
-137,860
-51% -$3.58M 0.64% 24
2021
Q4 		$7.29M Sell
270,514
-64,702
-19% -$1.75M 2.21% 9
2021
Q3 		$9.09M Sell
335,216
-9,560
-3% -$262K 2.63% 8
2021
Q2 		$9.41M Buy
344,776
+3,226
+0.9% +$87.5K 3.17% 6
2021
Q1 		$9.21M Sell
341,550
-60,268
-15% -$1.65M 3.34% 4
2020
Q4 		$11.3K Sell
401,818
-1,616
-0.4% -$45.2K 1.81% 4
2020
Q3 		$11.3M Buy
403,434
+938
+0.2% +$26.5K 4.73% 3
2020
Q2 		$11.4M Buy
402,496
+3,088
+0.8% +$85.9K 4.94% 3
2020
Q1 		$11.1M Buy
399,408
+15,454
+4% +$417K 5.82% 1
2019
Q4 		$10.3K Buy
383,954
+14,976
+4% +$401K 1.09% 3
2019
Q3 		$9.94M Buy
368,978
+11,984
+3% +$321K 4.68% 2
2019
Q2 		$9.46K Buy
356,994
+12,366
+4% +$322K 0.25% 3
2019
Q1 		$8.94M Buy
344,628
+310,682
+915% +$7.93M 3.59% 4
2018
Q4 		$8.59K Sell
33,946
-324,900
-91% -$8.11M 0.73% 7
2018
Q3 		$8.92M Buy
358,846
+5,612
+2% +$142K 3.91% 2
2018
Q2 		$8.94K Buy
353,234
+2,852
+0.8% +$72.1K 0.6% 2
2018
Q1 		$8.9M Buy
350,382
+338,588
+2,871% +$8.66M 4.5% 1
2017
Q4 		$307K Buy
11,794
+2,086
+21% +$54.4K 0.15% 135
2017
Q3 		$254K Buy
9,708
+772
+9% +$20.2K 0.14% 139
2017
Q2 		$233K Buy
+8,936
New +$233K 0.13% 143

Other funds holding SCHZ

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

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

Newman Dignan & Sheerar Inc reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.1% in Q2 2026, selling an estimated $7.06K and leaving 9,466 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #193.

Newman Dignan & Sheerar Inc first reported a position in SCHZ in Q2 2017 and has held it in 37 quarters since. The position peaked at $11.4M in Q2 2020. 192 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 9,466 shares of Schwab US Aggregate Bond ETF worth $219K as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 305 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $7.06K.
  • Schwab US Aggregate Bond ETF made up 0.04% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #193 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and has held it in 37 quarters since.
  • Newman Dignan & Sheerar Inc's Schwab US Aggregate Bond ETF position peaked at $11.4M in Q2 2020.
  • 192 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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