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 51 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 51 $221M +$13.4M -$6.54M +$6.88M ISTB, BSV, VTI, IXUS, ITOT 13F-HR 1/20/2023, 08:30 PM
Q3 2022 44 $202M +$10.4M -$5.36M +$4.99M ISTB, BSV, VTI, IXUS, ITOT 13F-HR 10/25/2022, 12:51 PM
Q2 2022 46 $208M +$41.7M -$2.28M +$39.4M ISTB, BSV, IXUS, VTI, ITOT 13F-HR 7/14/2022, 05:28 PM
Q1 2022 46 $153M +$9.3M -$4.8M +$4.5M IXUS, VTI, ITOT, VT, BRKB 13F-HR 4/14/2022, 05:40 PM
Q4 2021 51 $176M +$15.3M -$6.63M +$8.71M IXUS, VTI, ITOT, VT, ISTB 13F-HR 1/18/2022, 01:10 PM
Q3 2021 47 $159M +$5.27M -$2.22M +$3.05M IXUS, VTI, VT, ITOT, ISTB 13F-HR 10/6/2021, 06:08 PM
Q2 2021 46 $158M +$5.31M -$7.23M -$1.92M IXUS, VTI, VT, ITOT, BRKB 13F-HR 7/6/2021, 02:51 PM
Q1 2021 48 $148M +$25M -$1.86M +$23.1M IXUS, VTI, VT, ITOT, BRKB 13F-HR 4/8/2021, 12:11 PM
Q4 2020 45 $119M $0 $0 IXUS, VTI, VT, ITOT, BRKB 13F-HR 1/20/2021, 06:22 PM