Adams Chetwood Wealth Management LLC

13F Portfolio Filings

Latest 13F report
Q1 2022 - Apr 13, 2022
Value $
$176M
Signature - Title
Ashley Smith-Roos - Regulatory Consultant
Location
3917 University Drive, Suite 200, Durham, NC
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2022 80 $176M +$49.3M -$1.34M +$47.9M DFSD, SCHX, SCHF, DFAU, SCHD 13F-HR 4/12/2022, 07:46 PM
Q4 2021 73 $147M +$5.29M -$5.75M -$452K SCHX, SCHF, DFAU, SCHD, DFAI 13F-HR 2/11/2022, 04:50 PM
Q3 2021 75 $138M +$6.3M -$7.76M -$1.46M SCHX, SCHF, SCHD, DFAU, DFAI 13F-HR 10/14/2021, 05:16 PM
Q2 2021 76 $142M +$8.66M -$5.29M +$3.37M SCHX, SCHF, SCHD, DFAU, SCHM 13F-HR 8/12/2021, 09:44 PM
Q1 2021 74 $131M +$9.9M -$6.73M +$3.17M SCHX, SCHF, SCHD, SCHM, IQLT 13F-HR 5/28/2021, 09:41 AM
Q4 2020 75 $121M +$7.3M -$3.09M +$4.2M SCHX, SCHF, SCHD, SCHM, IQLT 13F-HR 1/29/2021, 10:51 AM
Q3 2020 69 $104M +$3.28M -$2.37M +$914K SCHX, SCHF, SCHD, SCHM, IQLT 13F-HR 10/27/2020, 05:11 PM
Q2 2020 69 $98.4M +$9.2M -$905K +$8.29M SCHX, SCHF, SCHD, DTIL, SCHM 13F-HR 7/20/2020, 05:01 PM
Q1 2020 68 $73.3M +$4.26M -$1.8M +$2.46M SCHX, SCHF, SCHD, SCHM, SCHH 13F-HR 5/13/2020, 03:11 PM
Q4 2019 68 $97.8M $0 $0 SCHX, SCHF, DTIL, SCHD, SCHM 13F-HR 2/26/2020, 11:35 AM