Adams Wealth Management SMBS Holdings History
Adams Wealth Management's Schwab Mortgage-Backed Securities ETF Holding Summary
As of 2025-03-31, Adams Wealth Management held 495,315.00 shares of Schwab Mortgage-Backed Securities ETF(SMBS), totaling $12.61 Mil. This investment constitutes 2.47% of their stock portfolio, and Adams Wealth Management now holds -% of the outstanding Schwab Mortgage-Backed Securities ETF(SMBS) stock.
The initial trade took place in 2025Q1. And since then Adams Wealth Management has made 1 purchases of SMBS, at an average price of $25.12, for a total of 495,315.00 shares. Based on historical transaction data and SMBS's current price of $25.15, Adams Wealth Management's estimated gain on his SMBS holdings is $14,859.45, reflecting a 0.12% gain to date.
Adams Wealth Management SMBS ($25.15) Holding Chart
Adams Wealth Management SMBS ($25.15) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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