Clay Northam Wealth Management, LLC SCHZ Holdings History
Clay Northam Wealth Management, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-06-30, Clay Northam Wealth Management, LLC held 286,943.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $6.67 Mil. This investment constitutes 4.26% of their stock portfolio, and Clay Northam Wealth Management, LLC now holds 0.08% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2021Q4. And since then Clay Northam Wealth Management, LLC has made 9 purchases of SCHZ, at an average price of $36.66, for a total of 336,240.00 shares. In addition, there have been 5 sales at an average price of $27.97 for 49,297.00 shares. Based on historical transaction data and SCHZ's current price of $22.98, Clay Northam Wealth Management, LLC's estimated gain on his SCHZ holdings is $-4.35 Mil, reflecting a -35.32% gain to date.
Clay Northam Wealth Management, LLC SCHZ ($22.98) Holding Chart
Clay Northam Wealth Management, LLC SCHZ ($22.98) 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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