Newman Dignan & Sheerar, Inc. SCHD Holdings History
Newman Dignan & Sheerar, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Newman Dignan & Sheerar, Inc. held 903,333.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $23.94 Mil. This investment constitutes 5.5% of their stock portfolio, and Newman Dignan & Sheerar, Inc. now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2014Q1. And since then Newman Dignan & Sheerar, Inc. has made 25 purchases of SCHD, at an average price of $44.21, for a total of 4.73 Mil shares. In addition, there have been 12 sales at an average price of $51.39 for 3.83 Mil shares. Based on historical transaction data and SCHD's current price of $27.02, Newman Dignan & Sheerar, Inc.'s estimated gain on his SCHD holdings is $12.00 Mil, reflecting a 5.73% gain to date.
Newman Dignan & Sheerar, Inc. SCHD ($27.02) Holding Chart
Newman Dignan & Sheerar, Inc. SCHD ($27.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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