Adams Wealth Management
Position in SMBS — Schwab Mortgage-Backed Securities ETF
CIK 1803084
LOGAN, UT
All Filings in SMBS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMBS | $8,934,528 | 349,688 | Shares | Other | 2026-05-12 | |
| 2025-12-31 SMBS | $9,109,490 | 354,800 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 SMBS | $9,064,677 | 352,574 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SMBS | $8,985,765 | 352,798 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 SMBS | $12,605,766 | 495,315 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||