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

Clay Northam Wealth Management, LLC

  • $130 Million
  • Q2 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 8,005 shares of SCHO stock, worth $193,000. This represents 0.3% of its overall portfolio holdings.

Number of Shares
8,005
Previous 8,305 3.61%
Holding current value
$193,000
Previous $400,000 3.75%
% of portfolio
0.3%
Previous 0.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
623
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
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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