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Clay Northam Wealth Management, LLC → SCHW-PJ
Clay Northam Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
42
Latest value
$293K
Q3 2026
Peak value
$17.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $583K |
| Q3 2025 | $15.4M |
| Q3 2025 | $1.6M |
| Q3 2025 | $602K |
| Q3 2025 | $10.6M |
| Q3 2025 | $1.1M |
| Q3 2025 | $6.6M |
| Q3 2025 | $378K |
| Q4 2025 | $595K |
| Q4 2025 | $15.7M |
| Q4 2025 | $1.6M |
| Q4 2025 | $609K |
| Q4 2025 | $10.5M |
| Q4 2025 | $1.1M |
| Q4 2025 | $5.7M |
| Q4 2025 | $358K |
| Q1 2026 | $540K |
| Q1 2026 | $14.1M |
| Q1 2026 | $1.6M |
| Q1 2026 | $627K |
| Q1 2026 | $11.8M |
| Q1 2026 | $1.1M |
| Q1 2026 | $5.5M |
| Q1 2026 | $347K |
| Q2 2026 | $606K |
| Q2 2026 | $206K |
| Q2 2026 | $16.2M |
| Q2 2026 | $1.8M |
| Q2 2026 | $735K |
| Q2 2026 | $12.1M |
| Q2 2026 | $1.2M |
| Q2 2026 | $5.1M |
| Q2 2026 | $345K |
| Q3 2026 | $586K |
| Q3 2026 | $210K |
| Q3 2026 | $17.4M |
| Q3 2026 | $1.8M |
| Q3 2026 | $675K |
| Q3 2026 | $12.7M |
| Q3 2026 | $1.2M |
| Q3 2026 | $4.8M |
| Q3 2026 | $293K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $293K | 12.3K | — | — |
| Q3 2026 | $4.8M | 218.1K | — | — |
| Q3 2026 | $1.2M | 43.9K | — | — |
| Q3 2026 | $12.7M | 389.9K | — | — |
| Q3 2026 | $675K | 19.3K | — | — |
| Q3 2026 | $1.8M | 48.3K | — | — |
| Q3 2026 | $17.4M | 485.0K | — | — |
| Q3 2026 | $210K | 7.0K | — | — |
| Q3 2026 | $586K | 20.0K | — | — |
| Q2 2026 | $345K | 14.3K | — | — |
| Q2 2026 | $5.1M | 222.6K | — | — |
| Q2 2026 | $1.2M | 44.2K | — | — |
| Q2 2026 | $12.1M | 380.9K | — | — |
| Q2 2026 | $735K | 19.3K | — | — |
| Q2 2026 | $1.8M | 48.6K | — | — |
| Q2 2026 | $16.2M | 479.1K | — | — |
| Q2 2026 | $206K | 7.0K | — | — |
| Q2 2026 | $606K | 20.9K | — | — |
| Q1 2026 | $347K | 14.3K | — | — |
| Q1 2026 | $5.5M | 235.7K | — | — |
| Q1 2026 | $1.1M | 44.2K | — | — |
| Q1 2026 | $11.8M | 386.2K | — | — |
| Q1 2026 | $627K | 19.3K | — | — |
| Q1 2026 | $1.6M | 48.6K | — | — |
| Q1 2026 | $14.1M | 483.9K | — | — |
| Q1 2026 | $540K | 21.5K | — | — |
| Q4 2025 | $358K | 14.7K | — | — |
| Q4 2025 | $5.7M | 242.1K | — | — |
| Q4 2025 | $1.1M | 45.7K | — | — |
| Q4 2025 | $10.5M | 382.9K | — | — |
| Q4 2025 | $609K | 19.3K | — | — |
| Q4 2025 | $1.6M | 47.6K | — | — |
| Q4 2025 | $15.7M | 481.7K | — | — |
| Q4 2025 | $595K | 22.7K | — | — |
| Q3 2025 | $378K | 15.5K | — | — |
| Q3 2025 | $6.6M | 281.6K | — | — |
| Q3 2025 | $1.1M | 47.2K | — | — |
| Q3 2025 | $10.6M | 388.7K | — | — |
| Q3 2025 | $602K | 19.3K | — | — |
| Q3 2025 | $1.6M | 48.1K | — | — |
| Q3 2025 | $15.4M | 483.5K | — | — |
| Q3 2025 | $583K | 22.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B