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 $379,270. This represents 0.25% of its overall portfolio holdings.
Number of Shares
15,595
Previous 7,805
99.81%
Holding current value
$379,270
Previous $382,000
1.83%
% of portfolio
0.25%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding SCHO
# of Institutions
667Shares Held
345MCall Options Held
56.5KPut Options Held
44.6K-
Bank Of America Corp Charlotte, NC160MShares$3.9 Billion0.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.3MShares$519 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$505 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.3MShares$396 Million0.52% of portfolio
-
Envestnet Asset Management Inc7.21MShares$175 Million0.06% of portfolio