Clay Northam Wealth Management, LLC SCHD Holdings History
Clay Northam Wealth Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Clay Northam Wealth Management, LLC held 390,395.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $10.92 Mil. This investment constitutes 7.64% of their stock portfolio, and Clay Northam Wealth Management, LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then Clay Northam Wealth Management, LLC has made 6 purchases of SCHD, at an average price of $44.55, for a total of 414,114.00 shares. In addition, there have been 7 sales at an average price of $44.41 for 23,719.00 shares. Based on historical transaction data and SCHD's current price of $27.33, Clay Northam Wealth Management, LLC's estimated gain on his SCHD holdings is $-6.73 Mil, reflecting a -36.46% gain to date.
Clay Northam Wealth Management, LLC SCHD ($27.33) Holding Chart
Clay Northam Wealth Management, LLC SCHD ($27.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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