SCHV — SCHWAB DOW JONES US LARGE VALUE 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 LARGE VALUE ETF (SCHV). 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
4.91% (2013 Q1)
Avg. % of fund
2.59%
First filed
2012 Q4
Last filed
2025 Q4
Quarters held
53
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 156,883 -854 -0.5% 0.97% $4.6M $29.61
2025 Q3 REDUCED 157,737 -1,818 -1.1% 0.99% $4.6M $28.95
2025 Q2 REDUCED 159,555 -19,546 -10.9% 1.01% $4.4M $27.38
2025 Q1 UNCHANGED 179,101 — 0% 1.20% $4.7M $26.16
49 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHV price (monthly, adj. close)

Other funds also holding SCHV

As of 2025 Q4 — sorted by position size

Mokosak Advisory Group, LLC 3Y 7Y 22.65% HRC WEALTH MANAGEMENT, LLC 18.25% Northern Capital Management, Inc. 3Y 17.38% DRAVO BAY LLC 3Y 15.81% RAINEY & RANDALL WEALTH ADVISORS INC. 3Y 7Y 14.39% MATHER GROUP, LLC. 3Y 7Y 10.71% Peak Wealth Management LLC 10.59% Veery Capital, LLC 3Y 10.32% BALLAST ADVISORS LLC 3Y 9.27% GenWealth Group, Inc. 3Y 7Y 8.56%
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