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Schwab U S Broad Market ETF shares owned by Adams Wealth Management

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Adams Wealth Management from 13F filings

Historical chart of Adams Wealth Management investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Adams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Adams Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 30k 55.67
2023-09-30 $1.3M 26k 49.85
2023-06-30 $1.3M 26k 51.70
2023-03-31 $1.1M 23k 47.85
2022-12-31 $943k 21k 44.81
2022-09-30 $229k 5.5k 41.95
2020-09-30 $6.0k 72 83.33