Clay Northam Wealth Management, LLC SCHG Holdings History
Clay Northam Wealth Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Clay Northam Wealth Management, LLC held 478,616.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $11.98 Mil. This investment constitutes 8.38% of their stock portfolio, and Clay Northam Wealth Management, LLC now holds 0.03% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2022Q4. And since then Clay Northam Wealth Management, LLC has made 5 purchases of SCHG, at an average price of $33.71, for a total of 498,756.00 shares. In addition, there have been 5 sales at an average price of $44.24 for 20,140.00 shares. Based on historical transaction data and SCHG's current price of $29.44, Clay Northam Wealth Management, LLC's estimated gain on his SCHG holdings is $-1.83 Mil, reflecting a -10.91% gain to date.
Clay Northam Wealth Management, LLC SCHG ($29.44) Holding Chart
Clay Northam Wealth Management, LLC SCHG ($29.44) 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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