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Clay Northam Wealth Management, LLC: SCHZ position timeline

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

Clay Northam Wealth Management, LLC held 218,060 SCHZ 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 218,060 shares
    Change vs previous 13F -4,505 shares

    2.25% of the 13F portfolio, value $4,819,135.

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

  2. period ended2026-06-30
    13F 222,565 shares
    Change vs previous 13F -13,117 shares

    2.53% of the 13F portfolio, value $5,147,937.

    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 235,682 shares
    Change vs previous 13F -6,464 shares

    3.07% of the 13F portfolio, value $5,472,527.

    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 242,146 shares
    Change vs previous 13F -39,474 shares

    3.14% of the 13F portfolio, value $5,658,946.

    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 281,620 shares
    Change vs previous 13F -5,323 shares

    3.78% of the 13F portfolio, value $6,609,633.

    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 286,943 shares
    Change vs previous 13F -2,898 shares

    4.26% of the 13F portfolio, value $6,668,547.

    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 289,841 shares
    Change vs previous 13F +21,396 shares

    4.7% of the 13F portfolio, value $6,712,718.

    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 268,445 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $6,093,712.

    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).