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 $1.47 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
53,177
Previous 55,178
3.63%
Holding current value
$1.47 Million
Previous $1.39 Million
1.36%
% of portfolio
1.08%
Previous 1.14%
Shares
10 transactions
Others Institutions Holding SCHE
# of Institutions
778Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$589 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$533 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$217 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$106 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$78.9 Million4.21% of portfolio