Clay Northam Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Clay Northam Wealth Management, LLC
- $130 Million
- Q2 2024
A detailed history of Clay Northam Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Clay Northam Wealth Management, LLC holds 149,019 shares of SCHZ stock, worth $7.07 Million. This represents 5.21% of its overall portfolio holdings.
Number of Shares
149,019
Previous 147,343
1.14%
Holding current value
$7.07 Million
Previous $6.78 Million
0.22%
% of portfolio
5.21%
Previous 5.53%
Shares
11 transactions
Others Institutions Holding SCHZ
# of Institutions
623Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio