Newman Dignan & Sheerar, Inc. SCHX Holdings History
Newman Dignan & Sheerar, Inc.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, Newman Dignan & Sheerar, Inc. held 1.56 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $38.23 Mil. This investment constitutes 8.79% of their stock portfolio, and Newman Dignan & Sheerar, Inc. now holds 0.07% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then Newman Dignan & Sheerar, Inc. has made 24 purchases of SCHX, at an average price of $28.21, for a total of 9.17 Mil shares. In addition, there have been 5 sales at an average price of $29.12 for 7.61 Mil shares. Based on historical transaction data and SCHX's current price of $24.86, Newman Dignan & Sheerar, Inc.'s estimated gain on his SCHX holdings is $1.73 Mil, reflecting a 0.67% gain to date.
Newman Dignan & Sheerar, Inc. SCHX ($24.86) Holding Chart
Newman Dignan & Sheerar, Inc. SCHX ($24.86) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
