Clay Northam Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Clay Northam Wealth Management, LLC
- $130 Million
- Q2 2024
A detailed history of Clay Northam Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Clay Northam Wealth Management, LLC holds 7,982 shares of SCHB stock, worth $507,814. This represents 0.38% of its overall portfolio holdings.
Number of Shares
7,982
Previous 8,099
1.44%
Holding current value
$507,814
Previous $494,000
1.42%
% of portfolio
0.38%
Previous 0.4%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.35 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$393 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$299 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio