Schwab U S Small Cap ETF shares owned by Adams Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Adams Wealth Management
from 13F filings
Historical chart of Adams Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Adams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.8M | 74k | 51.50 |
| 2024-06-30 | $3.3M | 69k | 47.45 |
| 2024-03-31 | $3.3M | 66k | 49.24 |
| 2023-12-31 | $3.1M | 65k | 47.24 |
| 2023-06-30 | $4.9M | 111k | 43.80 |
| 2023-03-31 | $4.3M | 102k | 41.93 |
| 2022-12-31 | $2.8M | 69k | 40.51 |
| 2022-09-30 | $3.1M | 82k | 37.79 |
| 2022-06-30 | $3.7M | 94k | 38.99 |
| 2022-03-31 | $21M | 447k | 47.36 |
| 2021-12-31 | $21M | 203k | 102.40 |
| 2021-09-30 | $19M | 188k | 100.10 |
| 2021-06-30 | $16M | 150k | 104.18 |
| 2021-03-31 | $13M | 135k | 99.67 |
| 2020-12-31 | $9.4M | 105k | 89.00 |
| 2020-09-30 | $5.9M | 86k | 68.32 |
| 2020-06-30 | $5.6M | 86k | 65.34 |
| 2020-03-31 | $3.8M | 73k | 51.52 |