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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Clay Northam Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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