Clay Northam Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Clay Northam Wealth Management, LLC
- $140 Million
- Q1 2025
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 23,421 shares of SCHB stock, worth $496,759. This represents 0.36% of its overall portfolio holdings.
Number of Shares
23,421
Previous 23,446
0.11%
Holding current value
$496,759
Previous $532,000
5.26%
% of portfolio
0.36%
Previous 0.35%
Shares
8 transactions
Others Institutions Holding SCHB
# of Institutions
1,271Shares Held
483MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.28 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$377 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$253 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$216 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$198 Million13.85% of portfolio