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Campbell Wealth Management Historic Quarter Change: USA ETF, Added

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Campbell Wealth Management historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, Campbell Wealth Management opened 30 positions, added to 70, reduced 15 and sold out of 30.

  • Q4 2024: Stock BSV; Country of operation —; Class SHORT TRM BOND; Shares before 488,970.
  • Q4 2024: Stock SCHI; Country of operation —; Class 5 10YR CORP BD; Shares before 2,213,579.
  • Q4 2024: Stock SCHX; Country of operation —; Class US LRG CAP ETF; Shares before 5,109,323.
  • Q4 2024: Stock VUG; Country of operation —; Class GROWTH ETF; Shares before 190,110.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1736648), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-28); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2024BSV
VANGUARD BD INDEX FDS		SHORT TRM BOND488,970863,284+374,314$38,477$66,706+$28,2292025-01-30
Q4 2024SCHI
SCHWAB STRATEGIC TR		5 10YR CORP BD2,213,5795,681,777+3,468,198$102,179$125,397+$23,2182025-01-30
Q4 2024SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF5,109,32315,779,897+10,670,574$346,668$365,778+$19,1102025-01-30
Q4 2024VUG
VANGUARD INDEX FDS		GROWTH ETF190,110193,020+2,910$72,989$79,223+$6,2342025-01-30
Q4 2024SGOV
ISHARES TR		0-3 MNTH TREASRY53,94984,902+30,953$5,434$8,517+$3,0832025-01-30
Q4 2024DIA
SPDR DOW JONES INDL AVERAGE		UT SER 1163,002168,821+5,819$68,969$71,833+$2,8642025-01-30
Q4 2024XLF
SELECT SECTOR SPDR TR		FINANCIAL748,015756,328+8,313$33,900$36,553+$2,6532025-01-30
Q4 2024IWB
ISHARES TR		RUS 1000 ETF48,12051,848+3,728$15,128$16,703+$1,5752025-01-30
Q4 2024AGG
ISHARES TR		CORE US AGGBD ET1,301,6141,371,949+70,335$131,814$132,942+$1,1282025-01-30
Q4 2024SCHM
SCHWAB STRATEGIC TR		US MID-CAP ETF294,975922,911+627,936$24,509$25,574+$1,0652025-01-30
Q4 2024BSCP
INVESCO EXCH TRD SLF IDX FD		BULSHS 2025 CB1,179,2131,226,816+47,603$24,351$25,334+$9832025-01-30
Q4 2024IWV
ISHARES TR		RUSSELL 3000 ETF61,03962,225+1,186$19,943$20,799+$8562025-01-30
Q4 2024IVV
ISHARES TR		CORE S&P500 ETF51,31051,463+153$29,597$30,295+$6982025-01-30
Q4 2024IWM
ISHARES TR		RUSSELL 2000 ETF15,32517,250+1,925$3,385$3,812+$4272025-01-30
Q4 2024IWF
ISHARES TR		RUS 1000 GRW ETF1,3292,215+886$499$889+$3902025-01-30
Q4 2024SCHA
SCHWAB STRATEGIC TR		US SML CAP ETF69,691153,540+83,849$3,589$3,971+$3822025-01-30
Q4 2024XLI
SELECT SECTOR SPDR TR		INDL309,908315,965+6,057$41,974$41,632-$3422025-01-30
Q4 2024FTCS
FIRST TR EXCHANGE-TRADED FD		CAP STRENGTH ETF2,2072,655+448$200$441+$2412025-01-30
Q4 2024SPY
SPDR S&P 500 ETF TR		TR UNIT3,3413,671+330$1,917$2,151+$2342025-01-30
Q4 2024XLY
SELECT SECTOR SPDR TR		SBI CONS DISCR2,8203,071+251$565$689+$1242025-01-30
Q4 2024VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF1,4001,830+430$277$358+$812025-01-30
Q4 2024SKYY
FIRST TR EXCHANGE TRADED FD		CLOUD COMPUTING4,2104,222+12$431$503+$722025-01-30
Q4 2024MGK
VANGUARD WORLD FD		MEGA GRWTH IND1,9271,973+46$620$677+$572025-01-30
Q4 2024SPYM
SPDR SER TR		United StatesPORTFOLIO S&P5006,3846,981+597$431$481+$502025-01-30
Q4 2024XLK
SELECT SECTOR SPDR TR		TECHNOLOGY2,1032,134+31$475$496+$212025-01-30
Q4 2024VB
VANGUARD INDEX FDS		SMALL CP ETF1,1031,168+65$262$281+$192025-01-30
Q4 2024BND
VANGUARD BD INDEX FDS		TOTAL BND MRKT10,20710,425+218$767$750-$172025-01-30
Q3 2024DIA
SPDR DOW JONES INDL AVERAGE		UT SER 1158,620163,002+4,382$62,041$68,969+$6,9282024-10-28
Q3 2024XLI
SELECT SECTOR SPDR TR		INDL305,468309,908+4,440$37,227$41,974+$4,7472024-10-28
Q3 2024XLF
SELECT SECTOR SPDR TR		FINANCIAL738,023748,015+9,992$30,340$33,900+$3,5602024-10-28
Q3 2024QQQ
INVESCO QQQ TR		UNIT SER 1159,061161,909+2,848$76,208$79,023+$2,8152024-10-28
Q3 2024ISHARES TR
CUSIP 46436E874		United StatesIBONDS 24 TRM TS865,768901,164+35,396$20,761$21,628+$8672024-10-28
Q3 2024INVESCO EXCH TRD SLF IDX FD
CUSIP 46138J841		United StatesBULSHS 2024 CB1,211,6251,247,335+35,710$25,517$26,344+$8272024-10-28
Q3 2024BSCP
INVESCO EXCH TRD SLF IDX FD		BULSHS 2025 CB1,152,0781,179,213+27,135$23,560$24,351+$7912024-10-28
Q3 2024FBT
FIRST TR EXCHANGE-TRADED FD		NY ARCA BIOTECH2,5292,617+88$389$450+$612024-10-28
Q3 2024XLK
SELECT SECTOR SPDR TR		TECHNOLOGY2,0992,103+4$475$475$02024-10-28
Q2 2024QQQ
INVESCO QQQ TR		UNIT SER 1153,458159,061+5,603$68,137$76,208+$8,0712024-08-07
Q2 2024SGOV
ISHARES TR		0-3 MNTH TREASRY16,31760,857+44,540$1,643$6,129+$4,4862024-08-07
Q2 2024DIA
SPDR DOW JONES INDL AVERAGE		UT SER 1150,360158,620+8,260$59,807$62,041+$2,2342024-08-07
Q2 2024INVESCO EXCH TRD SLF IDX FD
CUSIP 46138J841		United StatesBULSHS 2024 CB1,165,2781,211,625+46,347$24,436$25,517+$1,0812024-08-07
Q2 2024ISHARES TR
CUSIP 46436E874		United StatesIBONDS 24 TRM TS827,163865,768+38,605$19,802$20,761+$9592024-08-07
Q2 2024BSCP
INVESCO EXCH TRD SLF IDX FD		BULSHS 2025 CB1,112,0211,152,078+40,057$22,719$23,560+$8412024-08-07
Q2 2024XLF
SELECT SECTOR SPDR TR		FINANCIAL714,574738,023+23,449$30,098$30,340+$2422024-08-07
Q2 2024XLI
SELECT SECTOR SPDR TR		INDL296,539305,468+8,929$37,352$37,227-$1252024-08-07
Q2 2024XLY
SELECT SECTOR SPDR TR		SBI CONS DISCR2,3953,042+647$440$555+$1152024-08-07
Q2 2024SPY
SPDR S&P 500 ETF TR		TR UNIT3,4433,481+38$1,801$1,894+$932024-08-07
Q2 2024VGT
VANGUARD WORLD FD		INF TECH ETF768843+75$403$486+$832024-08-07
Q2 2024XLK
SELECT SECTOR SPDR TR		TECHNOLOGY2,0442,099+55$426$475+$492024-08-07
Q2 2024SKYY
FIRST TR EXCHANGE TRADED FD		CLOUD COMPUTING4,1314,331+200$395$414+$192024-08-07
Q2 2024SPYM
SPDR SER TR		United StatesPORTFOLIO S&P5006,3846,419+35$393$411+$182024-08-07
Q1 2024SCHI
SCHWAB STRATEGIC TR		5 10YR CORP BD310,8582,083,651+1,772,793$13,970$92,702+$78,7322024-05-09
Q1 2024AGG
ISHARES TR		CORE US AGGBD ET692,6201,221,368+528,748$68,743$119,621+$50,8782024-05-09
Q1 2024SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF4,584,7084,874,761+290,053$258,578$302,528+$43,9502024-05-09
Q1 2024BSV
VANGUARD BD INDEX FDS		SHORT TRM BOND11,940453,309+441,369$920$34,755+$33,8352024-05-09
Q1 2024DIA
SPDR DOW JONES INDL AVERAGE		UT SER 182,676150,360+67,684$31,158$59,807+$28,6492024-05-09
Q1 2024XLF
SELECT SECTOR SPDR TR		FINANCIAL680,974714,574+33,600$25,605$30,098+$4,4932024-05-09
Q1 2024IVV
ISHARES TR		CORE S&P500 ETF49,95250,847+895$23,858$26,732+$2,8742024-05-09
Q1 2024INVESCO EXCH TRD SLF IDX FD
CUSIP 46138J841		United StatesBULSHS 2024 CB1,035,8231,165,278+129,455$21,633$24,436+$2,8032024-05-09
Q1 2024BSCP
INVESCO EXCH TRD SLF IDX FD		BULSHS 2025 CB981,9591,112,021+130,062$20,086$22,719+$2,6332024-05-09
Q1 2024SCHM
SCHWAB STRATEGIC TR		US MID-CAP ETF260,978271,648+10,670$19,657$22,120+$2,4632024-05-09
Q1 2024IWB
ISHARES TR		RUS 1000 ETF39,59339,862+269$10,384$11,482+$1,0982024-05-09
Q1 2024SCHA
SCHWAB STRATEGIC TR		US SML CAP ETF33,72953,272+19,543$1,593$2,623+$1,0302024-05-09
Q1 2024IWF
ISHARES TR		RUS 1000 GRW ETF1,3842,347+963$420$791+$3712024-05-09
Q1 2024XLY
SELECT SECTOR SPDR TR		SBI CONS DISCR1,4452,395+950$258$440+$1822024-05-09
Q1 2024SKYY
FIRST TR EXCHANGE TRADED FD		CLOUD COMPUTING2,7754,131+1,356$243$395+$1522024-05-09
Q1 2024FBT
FIRST TR EXCHANGE-TRADED FD		NY ARCA BIOTECH1,5032,529+1,026$238$389+$1512024-05-09
Q1 2024IJH
ISHARES TR		CORE S&P MCP ETF6,59932,260+25,661$1,829$1,959+$1302024-05-09
Q1 2024MGK
VANGUARD WORLD FD		MEGA GRWTH IND1,7111,927+216$444$552+$1082024-05-09
Q1 2024XLK
SELECT SECTOR SPDR TR		TECHNOLOGY1,9432,044+101$374$426+$522024-05-09
Q1 2024VB
VANGUARD INDEX FDS		SMALL CP ETF1,1271,213+86$240$277+$372024-05-09

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