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

Jul 19, 2024
SELL
$24.67 - $27.2 $49,364 - $54,427
-2,001 Reduced 3.63%
53,177 $1.41 Million
Q1 2024

Apr 24, 2024
SELL
$23.47 - $25.45 $1,408 - $1,527
-60 Reduced 0.11%
55,178 $1.39 Million
Q4 2023

Jan 23, 2024
SELL
$23.04 - $24.89 $20,736 - $22,401
-900 Reduced 1.6%
55,238 $1.37 Million
Q3 2023

Oct 19, 2023
SELL
$23.83 - $26.11 $1,191 - $1,305
-50 Reduced 0.09%
56,138 $1.34 Million
Q1 2023

Apr 19, 2023
SELL
$23.32 - $26.39 $5,247 - $5,937
-225 Reduced 0.4%
56,188 $1.38 Million
Q4 2022

Feb 14, 2023
SELL
$22.0 - $24.95 $60,500 - $68,612
-2,750 Reduced 4.65%
56,413 $1.34 Million
Q3 2022

Oct 24, 2022
SELL
N/A
-2,310 Reduced 3.76%
59,163 $1.33 Million
Q2 2022

Jul 22, 2022
SELL
N/A
-150 Reduced 0.24%
61,473 $1.56 Million
Q1 2022

Apr 22, 2022
SELL
N/A
-610 Reduced 0.98%
61,623 $1.71 Million
Q4 2021

Mar 15, 2022
BUY
N/A
62,233 New
62,233 $1.84 Million

Others Institutions Holding SCHE

# of Institutions
769
Shares Held
237M
Call Options Held
13.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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