Adams Wealth Management »

Schwab Strategic Tr shares owned by Adams Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) shares owned by Adams Wealth Management from 13F filings

Historical chart of Adams Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Adams Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by Adams Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.1M 353k 25.71
2025-06-30 $9.0M 353k 25.47
2025-03-31 $13M 495k 25.45

More positions owned by Adams Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr Core S&p500 Etf (IVV)
Spinnaker Etf Series Select Stoxx Eur (EUAD)
Ishares Tr Conv Bd Etf (ICVT)
Ishares Msci Sth Kor Etf (EWY)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Mortgage Backed (SMBS)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Series Trust S&p Semicndctr (XSD)
Kraneshares Trust Quadrtc Int Rt (IVOL)
Ishares Msci Italy Etf (EWI)

View all positions for Adams Wealth Management

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Summit Financial
Citadel Advisors
Goldman Sachs Group
LPL Financial
Chapman Financial Group
Mercer Global Advisors
Susquehanna International
Mariner Wealth Advisors
Jane Street
Chapin Davis
Orin Green Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Schwab Strategic Tr