13F Filings History of Adams Chetwood Wealth Management LLC

Latest 13F report
Q1 2022 - 13 Apr 2022
Value $
$176,424,000
Signature - Title
Ashley Smith-Roos - Regulatory Consultant
Location
Durham, NC
Summary
This page shows a list of all the recent 13F filings made by Adams Chetwood Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Adams Chetwood Wealth Management LLC reported 80 stock holdings with total value $176,424,000 as of Q1 2022. Top holdings included DFSD, SCHX, SCHF, DFAU, and SCHD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2022 80 $176,424,000 +$49,272,638 -$1,336,780 +$47,935,858 DFSD, SCHX, SCHF, DFAU, SCHD 13F-HR 12 Apr 2022, 19:46
Q4 2021 73 $147,206,000 +$5,293,414 -$5,745,859 -$452,445 SCHX, SCHF, DFAU, SCHD, DFAI 13F-HR 11 Feb 2022, 16:50
Q3 2021 75 $138,125,000 +$6,299,209 -$7,755,484 -$1,456,275 SCHX, SCHF, SCHD, DFAU, DFAI 13F-HR 14 Oct 2021, 17:16
Q2 2021 76 $141,757,000 +$8,659,961 -$5,294,271 +$3,365,690 SCHX, SCHF, SCHD, DFAU, SCHM 13F-HR 12 Aug 2021, 21:44
Q1 2021 74 $131,209,000 +$9,897,728 -$6,731,310 +$3,166,418 SCHX, SCHF, SCHD, SCHM, IQLT 13F-HR 28 May 2021, 09:41
Q4 2020 75 $120,583,000 +$7,297,548 -$3,093,451 +$4,204,097 SCHX, SCHF, SCHD, SCHM, IQLT 13F-HR 29 Jan 2021, 10:51
Q3 2020 69 $103,868,000 +$3,281,368 -$2,367,789 +$913,579 SCHX, SCHF, SCHD, SCHM, IQLT 13F-HR 27 Oct 2020, 17:11
Q2 2020 69 $98,352,000 +$9,195,201 -$904,786 +$8,290,415 SCHX, SCHF, SCHD, DTIL, SCHM 13F-HR 20 Jul 2020, 17:01
Q1 2020 68 $73,316,000 +$4,260,894 -$1,795,961 +$2,464,933 SCHX, SCHF, SCHD, SCHM, SCHH 13F-HR 13 May 2020, 15:11
Q4 2019 68 $97,756,000 $0 $0 $0 SCHX, SCHF, DTIL, SCHD, SCHM 13F-HR 26 Feb 2020, 11:35