Clay Northam Wealth Management, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Clay Northam Wealth Management, LLC holds 123,636 shares of SCHG stock, worth $3.31 Million. This represents 9.57% of its overall portfolio holdings.
Number of Shares
123,636
Previous 125,611
1.57%
Holding current value
$3.31 Million
Previous $11.6 Million
7.05%
% of portfolio
9.57%
Previous 9.5%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,280Shares Held
172MCall Options Held
87.2KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$285 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$268 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$262 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$244 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$120 Million14.61% of portfolio