Schwab U S Broad Market ETF shares owned by Clay Northam Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Clay Northam Wealth Management
from 13F filings
Historical chart of Clay Northam Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Clay Northam Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $595k | 23k | 26.23 |
| 2025-09-30 | $583k | 23k | 25.71 |
| 2025-06-30 | $558k | 23k | 23.83 |
| 2025-03-31 | $504k | 23k | 21.53 |
| 2024-12-31 | $532k | 23k | 22.70 |
| 2024-09-30 | $528k | 7.9k | 66.52 |
| 2024-06-30 | $502k | 8.0k | 62.87 |
| 2024-03-31 | $494k | 8.1k | 61.05 |
| 2023-12-31 | $451k | 8.1k | 55.67 |
| 2023-09-30 | $404k | 8.1k | 49.85 |
| 2023-06-30 | $419k | 8.1k | 51.70 |
| 2023-03-31 | $388k | 8.1k | 47.85 |
| 2022-12-31 | $363k | 8.1k | 44.81 |
| 2022-09-30 | $340k | 8.1k | 41.96 |
| 2022-06-30 | $358k | 8.1k | 44.19 |
| 2022-03-31 | $433k | 8.1k | 53.41 |
| 2021-12-31 | $458k | 4.1k | 112.97 |
More positions owned by Clay Northam Wealth Management
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