SCHD — SCHWAB DOW JONES US DIV EQ ETF ETF

Ownership history in Newman Dignan & Sheerar, Inc.  ·  53 quarters on record

This page tracks every 13F SEC filing in which Newman Dignan & Sheerar, Inc. reported a position in SCHWAB DOW JONES US DIV EQ ETF ETF (SCHD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.63% (2019 Q3)
Avg. % of fund
3.81%
First filed
2012 Q4
Last filed
2025 Q4
Quarters held
53
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 955,038 +33,253 +3.6% 5.46% $26.2M $27.43
2025 Q3 ADDED 921,785 +18,452 +2.0% 5.43% $25.2M $27.02
2025 Q2 ADDED 903,333 +97,457 +12.1% 5.50% $23.9M $25.98
2025 Q1 UNCHANGED 805,876 — 0% 5.64% $22.0M $27.15
49 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHD price (monthly, adj. close)

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As of 2025 Q4 — sorted by position size

Keystone Financial Planning, Inc. 3Y 7Y 48.03% PLANNING DIRECTIONS INC 3Y 7Y 18.59% Fidelis Wealth Advisors LLC 17.45% HHM Wealth Advisors, LLC 3Y 7Y 16.2% BURKETT FINANCIAL SERVICES, LLC 16.16% Whelan Financial 3Y 15.25% truNorth Financial Services, Inc. 14.04% SURIENCE PRIVATE WEALTH LLC 3Y 12.63% Clark Wealth Partners 12.51% Paradigm, Strategies in Wealth Management, LLC 3Y 12.33%
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