Clay Northam Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Clay Northam Wealth Management, LLC

  • $152 Million
  • Q4 2024

A detailed history of Clay Northam Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Clay Northam Wealth Management, LLC holds 15,595 shares of SCHO stock, worth $378,022. This represents 0.25% of its overall portfolio holdings.

Number of Shares
15,595
Previous 7,805 99.81%
Holding current value
$378,022
Previous $382,000 1.83%
% of portfolio
0.25%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$24.06 - $48.88 $187,427 - $380,775
7,790 Added 99.81%
15,595 $375,000
Q3 2024

Jan 06, 2025
SELL
$47.93 - $49.06 $9,586 - $9,812
-200 Reduced 2.5%
7,805 $382,000
Q2 2024

Jul 19, 2024
SELL
$47.75 - $48.13 $14,325 - $14,439
-300 Reduced 3.61%
8,005 $385,000
Q2 2023

Jul 20, 2023
BUY
$48.06 - $48.89 $48,060 - $48,890
1,000 Added 13.69%
8,305 $399,000
Q1 2023

Apr 19, 2023
BUY
$47.8 - $49.0 $349,179 - $357,945
7,305 New
7,305 $356,000

Others Institutions Holding SCHO

# of Institutions
664
Shares Held
344M
Call Options Held
56.5K
Put Options Held
44.6K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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