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Disclosery

Adams Wealth Management: SCHX position timeline

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

Adams Wealth Management held 2,205,832 SCHX 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 2,205,832 shares
    Change vs previous 13F +97,428 shares

    12.43% of the 13F portfolio, value $64,917,649.

    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 2,108,404 shares
    Change vs previous 13F -6,860 shares

    11.87% of the 13F portfolio, value $54,059,491.

    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 2,115,264 shares
    Change vs previous 13F -48,958 shares

    12.14% of the 13F portfolio, value $56,921,745.

    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 2,164,222 shares
    Change vs previous 13F -477,762 shares

    12.22% of the 13F portfolio, value $57,005,603.

    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 2,641,984 shares
    Change vs previous 13F -60,216 shares

    12.29% of the 13F portfolio, value $64,570,094.

    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 2,702,200 shares
    Change vs previous 13F -226,401 shares

    11.71% of the 13F portfolio, value $59,664,573.

    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 2,928,601 shares
    Change vs previous 13F +1,969,545 shares

    12.98% of the 13F portfolio, value $67,882,030.

    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 959,056 shares
    Change vs previous 13F not available

    13.96% of the 13F portfolio, value $65,071,932.

    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).