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
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Adams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 88k | 25.71 |
| 2025-06-30 | $2.7M | 114k | 23.83 |
| 2025-03-31 | $1.9M | 90k | 21.53 |
| 2024-12-31 | $1.9M | 86k | 22.70 |
| 2024-09-30 | $1.8M | 27k | 66.52 |
| 2024-06-30 | $1.6M | 26k | 62.87 |
| 2024-03-31 | $2.1M | 34k | 61.05 |
| 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 |