Clay Northam Wealth Management, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Clay Northam Wealth Management, LLC holds 7,982 shares of SCHB stock, worth $179,355. This represents 0.38% of its overall portfolio holdings.

Number of Shares
7,982
Previous 8,099 1.44%
Holding current value
$179,355
Previous $494,000 1.42%
% of portfolio
0.38%
Previous 0.4%

Shares

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

Jul 19, 2024
SELL
$57.57 - $63.3 $6,735 - $7,406
-117 Reduced 1.44%
7,982 $501,000
Q1 2024

Apr 24, 2024
SELL
$54.61 - $61.05 $163 - $183
-3 Reduced 0.04%
8,099 $494,000
Q2 2022

Jul 22, 2022
SELL
$42.93 - $53.98 $214 - $269
-5 Reduced 0.06%
8,102 $358,000
Q1 2022

Apr 22, 2022
BUY
$49.15 - $56.85 $199,204 - $230,413
4,053 Added 99.98%
8,107 $433,000
Q4 2021

Mar 15, 2022
BUY
$51.87 - $56.86 $210,280 - $230,510
4,054 New
4,054 $458,000

Others Institutions Holding SCHB

# of Institutions
1,158
Shares Held
168M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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