13F Filings History of Newman & Schimel, LLC

Latest 13F report
Q4 2022 - 23 Jan 2023
Value $
$221,348,143
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 51 stock holdings with total value $221,348,143 as of Q4 2022. Top holdings included ISTB, BSV, VTI, IXUS, and ITOT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2022 51 $221,348,143 +$13,426,054 -$6,543,794 +$6,882,260 ISTB, BSV, VTI, IXUS, ITOT 13F-HR 20 Jan 2023, 20:30
Q3 2022 44 $202,475,000 +$10,350,397 -$5,356,861 +$4,993,536 ISTB, BSV, VTI, IXUS, ITOT 13F-HR 25 Oct 2022, 12:51
Q2 2022 46 $207,936,000 +$41,721,954 -$2,279,748 +$39,442,206 ISTB, BSV, IXUS, VTI, ITOT 13F-HR 14 Jul 2022, 17:28
Q1 2022 46 $153,098,000 +$9,299,192 -$4,801,523 +$4,497,669 IXUS, VTI, ITOT, VT, BRKB 13F-HR 14 Apr 2022, 17:40
Q4 2021 51 $175,924,000 +$15,338,214 -$6,630,401 +$8,707,813 IXUS, VTI, ITOT, VT, ISTB 13F-HR 18 Jan 2022, 13:10
Q3 2021 47 $158,637,000 +$5,268,670 -$2,218,021 +$3,050,649 IXUS, VTI, VT, ITOT, ISTB 13F-HR 06 Oct 2021, 18:08
Q2 2021 46 $157,691,000 +$5,313,916 -$7,233,878 -$1,919,962 IXUS, VTI, VT, ITOT, BRKB 13F-HR 06 Jul 2021, 14:51
Q1 2021 48 $148,166,000 +$24,961,085 -$1,863,347 +$23,097,738 IXUS, VTI, VT, ITOT, BRKB 13F-HR 08 Apr 2021, 12:11
Q4 2020 45 $119,350,000 $0 $0 $0 IXUS, VTI, VT, ITOT, BRKB 13F-HR 20 Jan 2021, 18:22