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Clay Northam Wealth Management, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clay Northam Wealth Management, LLC on SCHD, newest first. How the timeline and the estimate are built.

Clay Northam Wealth Management, LLC held 389,943 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 389,943 shares
    Change vs previous 13F +9,085 shares

    5.92% of the 13F portfolio, value $12,684,859.

    13F-HR 0001915687-26-000005 filed by Clay Northam Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 380,858 shares
    Change vs previous 13F -5,362 shares

    5.94% of the 13F portfolio, value $12,077,002.

    13F-HR 0001915687-26-000003 filed by Clay Northam Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 386,220 shares
    Change vs previous 13F +3,278 shares

    6.65% of the 13F portfolio, value $11,849,234.

    13F-HR 0001915687-26-000002 filed by Clay Northam Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 382,942 shares
    Change vs previous 13F -5,780 shares

    5.83% of the 13F portfolio, value $10,504,095.

    13F-HR 0001915687-26-000001 filed by Clay Northam Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 388,722 shares
    Change vs previous 13F +4,168 shares

    6.06% of the 13F portfolio, value $10,612,116.

    13F-HR 0001915687-25-000002 filed by Clay Northam Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 384,554 shares
    Change vs previous 13F -5,841 shares

    6.51% of the 13F portfolio, value $10,190,691.

    13F-HR 0001085146-25-003896 filed by Clay Northam Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 390,395 shares
    Change vs previous 13F -5,129 shares

    7.64% of the 13F portfolio, value $10,915,453.

    13F-HR 0001085146-25-002329 filed by Clay Northam Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 395,524 shares
    Change vs previous 13F not available

    6.98% of the 13F portfolio, value $10,805,728.

    13F-HR 0001085146-25-000478 filed by Clay Northam Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).