Clay Northam Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Clay Northam Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$606K	Sell	20,916 -605	-3%	-$16.9K	0.3%	54
2026 Q1	$540K	Sell	21,521 -1,150	-5%	-$30.2K	0.3%	56
2025 Q4	$595K	Hold	22,671	–	–	0.33%	51
2025 Q3	$583K	Sell	22,671 -750	-3%	-$18.6K	0.33%	48
2025 Q2	$558K	Hold	23,421	–	–	0.36%	45
2025 Q1	$504K	Sell	23,421 -25	-0.1%	-$569	0.35%	47
2024 Q4	$532K	Sell	23,446 -350	-1%	-$7.99K	0.34%	46
2024 Q3	$528K	Sell	23,796 -150	-0.6%	-$3.2K	0.36%	40
2024 Q2	$502K	Sell	23,946 -351	-1%	-$7.11K	0.38%	40
2024 Q1	$494K	Sell	24,297 -9	-0%	-$174	0.4%	38
2023 Q4	$451K	Hold	24,306	–	–	0.4%	41
2023 Q3	$404K	Hold	24,306	–	–	0.4%	40
2023 Q2	$419K	Hold	24,306	–	–	0.4%	41
2023 Q1	$388K	Hold	24,306	–	–	0.4%	44
2022 Q4	$363K	Hold	24,306	–	–	0.42%	45
2022 Q3	$340K	Hold	24,306	–	–	0.42%	51
2022 Q2	$358K	Sell	24,306 -15	-0.1%	-$241	0.45%	50
2022 Q1	$433K	Sell	24,321 -3	-0%	-$53	0.44%	50
2021 Q4	$458K	Buy	+24,324	New	+$448K	0.43%	48

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Clay Northam Wealth Management's SCHB Position: Q2 2026 in Review

Clay Northam Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 2.8% in Q2 2026, selling an estimated $16.9K and leaving 20,916 shares worth $606K. The position accounts for 0.3% of the portfolio, ranked #54.

Clay Northam Wealth Management first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Clay Northam Wealth Management held 20,916 shares of Schwab US Broad Market ETF worth $606K as of Q2 2026.
Clay Northam Wealth Management sold 605 Schwab US Broad Market ETF shares in Q2 2026, an estimated $16.9K.
Schwab US Broad Market ETF made up 0.3% of Clay Northam Wealth Management's portfolio in Q2 2026, its #54 holding.
Clay Northam Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.