Clay Northam Wealth Management, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Clay Northam Wealth Management, LLC holds 53,177 shares of SCHE stock, worth $1.43 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
53,177
Previous 55,178
3.63%
Holding current value
$1.43 Million
Previous $1.39 Million
1.36%
% of portfolio
1.08%
Previous 1.14%
Shares
10 transactions
Others Institutions Holding SCHE
# of Institutions
769Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.66 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$594 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$525 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$195 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$86.1 Million3.96% of portfolio