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Disclosery

Adams Wealth Management: SCHB position timeline

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

Adams Wealth Management held 74,350 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,350 shares
    Change vs previous 13F -8,302 shares

    0.41% of the 13F portfolio, value $2,153,163.

    13F-HR 0001803084-26-000007 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 82,652 shares
    Change vs previous 13F +2,326 shares

    0.46% of the 13F portfolio, value $2,074,558.

    13F-HR 0001803084-26-000003 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 80,326 shares
    Change vs previous 13F -7,901 shares

    0.45% of the 13F portfolio, value $2,106,943.

    13F-HR 0001803084-26-000001 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 88,227 shares
    Change vs previous 13F -25,279 shares

    0.49% of the 13F portfolio, value $2,268,308.

    13F-HR 0001803084-25-000010 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 113,506 shares
    Change vs previous 13F +23,754 shares

    0.51% of the 13F portfolio, value $2,704,850.

    13F-HR 0001803084-25-000009 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 89,752 shares
    Change vs previous 13F +3,865 shares

    0.38% of the 13F portfolio, value $1,932,363.

    13F-HR 0001803084-25-000004 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 85,887 shares
    Change vs previous 13F +58,815 shares

    0.37% of the 13F portfolio, value $1,949,637.

    13F-HR 0001803084-25-000001 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 27,072 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,800,817.

    13F-HR 0001803084-24-000007 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).