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Clay Northam Wealth Management, LLC: SCHG position timeline

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

Clay Northam Wealth Management, LLC held 485,037 SCHG 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 485,037 shares
    Change vs previous 13F +5,905 shares

    8.13% of the 13F portfolio, value $17,427,379.

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

  2. period ended2026-06-30
    13F 479,132 shares
    Change vs previous 13F -4,766 shares

    7.98% of the 13F portfolio, value $16,213,827.

    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 483,898 shares
    Change vs previous 13F +2,232 shares

    7.92% of the 13F portfolio, value $14,095,949.

    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 481,666 shares
    Change vs previous 13F -1,815 shares

    8.73% of the 13F portfolio, value $15,711,945.

    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 483,481 shares
    Change vs previous 13F +2,860 shares

    8.81% of the 13F portfolio, value $15,427,879.

    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 480,621 shares
    Change vs previous 13F +2,005 shares

    8.97% of the 13F portfolio, value $14,038,939.

    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 478,616 shares
    Change vs previous 13F -9,983 shares

    8.38% of the 13F portfolio, value $11,984,545.

    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 488,599 shares
    Change vs previous 13F not available

    8.79% of the 13F portfolio, value $13,617,254.

    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).