• 13F History

Newman & Schimel, LLC

13F Filings History

Latest 13F report
Q4 2022 - Jan 23, 2023
Value $
$221M
Signature - Title
Bryan Schimel - Chief Compliance Officer
Location
Deerfield, IL
Summary
This page shows a list of all the recent 13F filings made by Newman & Schimel, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Newman & Schimel, LLC reported 50 stock holdings with total value $221M as of Q4 2022. Top holdings included ISTB, BSV, VTI, IXUS, and ITOT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2022 50 $221M +$13.4M -$5.33M +$8.06M ISTB, BSV, VTI, IXUS, ITOT 13F-HR 1/20/2023, 07:30 PM
Q3 2022 44 $202M +$10.4M -$4.13M +$6.22M ISTB, BSV, VTI, IXUS, ITOT 13F-HR 10/25/2022, 12:51 PM
Q2 2022 46 $208M +$41.7M -$1.16B -$1.12B ISTB, BSV, IXUS, VTI, ITOT 13F-HR 7/14/2022, 05:28 PM
Q1 2022 45 $153M +$9.3M -$3.59M +$5.71M IXUS, VTI, ITOT, VT, BRKB 13F-HR 4/14/2022, 05:40 PM
Q4 2021 50 $176M +$15.3M -$6.43M +$8.91M IXUS, VTI, ITOT, VT, ISTB 13F-HR 1/18/2022, 12:10 PM
Q3 2021 47 $160M +$5.27M -$2.22M +$3.05M IXUS, VTI, VT, ITOT, ISTB 13F-HR 10/6/2021, 06:08 PM
Q2 2021 46 $159M +$5.31M -$7.23M -$1.92M IXUS, VTI, VT, ITOT, BRKB 13F-HR 7/6/2021, 02:51 PM
Q1 2021 48 $150M +$25M -$1.86M +$23.1M IXUS, VTI, VT, ITOT, BRKB 13F-HR 4/8/2021, 12:11 PM
Q4 2020 44 $119M IXUS, VTI, VT, ITOT, BRKB 13F-HR 1/20/2021, 05:22 PM