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Schwab Strategic Tr us aggregate b shares owned by Clay Northam Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Clay Northam Wealth Management from 13F filings

Historical chart of Clay Northam Wealth Management investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b 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 Strategic Tr us aggregate b by Clay Northam Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.8M 149k 45.58
2024-03-31 $6.8M 147k 46.00
2023-12-31 $6.5M 140k 46.62
2023-09-30 $6.2M 140k 44.23
2023-06-30 $6.5M 142k 46.16
2023-03-31 $7.0M 149k 46.91
2022-12-31 $6.9M 150k 45.65
2022-09-30 $6.1M 136k 45.31
2022-06-30 $6.3M 133k 47.87
2022-03-31 $5.4M 106k 50.57
2021-12-31 $5.7M 106k 53.90