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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$57.57 - $63.3 $6,735 - $7,406
-117 Reduced 1.44%
7,982 $501,000
Q1 2024

Apr 24, 2024
SELL
$54.61 - $61.05 $163 - $183
-3 Reduced 0.04%
8,099 $494,000
Q2 2022

Jul 22, 2022
SELL
N/A
-5 Reduced 0.06%
8,102 $358,000
Q1 2022

Apr 22, 2022
BUY
N/A
4,053 Added 99.98%
8,107 $433,000
Q4 2021

Mar 15, 2022
BUY
N/A
4,054 New
4,054 $458,000

Others Institutions Holding SCHB

# of Institutions
1,145
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Clay Northam Wealth Management, LLC Portfolio

Follow Clay Northam Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clay Northam Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clay Northam Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email