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 LARGE GR ETF (SCHG). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 222,742 | -2,581 | -1.1% | 1.51% | $7.3M | $32.62 |
| 2025 Q3 | REDUCED | 225,323 | -5,057 | -2.2% | 1.55% | $7.2M | $31.88 |
| 2025 Q2 | REDUCED | 230,380 | -29,978 | -11.5% | 1.55% | $6.7M | $29.15 |
| 2025 Q1 | UNCHANGED | 260,358 | — | 0% | 1.86% | $7.3M | $24.97 |
As of 2025 Q4 — sorted by position size