Advocacy Wealth Management Services, LLC Schwab Strategic U.S. Mid Cap Transaction History

Advocacy Wealth Management Services, LLC

  • $1.29 Billion
  • Q2 2025

A detailed history of Advocacy Wealth Management Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 1,489,605 shares of SCHM stock, worth $43.9 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares
1,489,605
Previous 1,501,765 0.81%
Holding current value
$43.9 Million
Previous $39.3 Million 6.19%
% of portfolio
3.23%
Previous 3.3%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$22.92 - $28.05 $278,707 - $341,088
-12,160 Reduced 0.81%
1,489,605 $41.8 Million
Q1 2025

May 06, 2025
SELL
$25.58 - $29.24 $4.27 Million - $4.88 Million
-166,877 Reduced 10.0%
1,501,765 $39.3 Million
Q4 2024

Feb 14, 2025
BUY
$27.54 - $83.04 $34.6 Million - $104 Million
1,255,244 Added 303.64%
1,668,642 $46.2 Million
Q3 2024

Oct 31, 2024
SELL
$75.47 - $83.18 $237,881 - $262,183
-3,152 Reduced 0.76%
413,398 $34.3 Million
Q2 2024

Jul 10, 2024
BUY
$75.69 - $81.19 $1 Million - $1.08 Million
13,276 Added 3.29%
416,550 $32.4 Million
Q1 2024

Apr 15, 2024
BUY
$72.89 - $81.43 $3.36 Million - $3.76 Million
46,158 Added 12.93%
403,274 $32.8 Million
Q4 2023

Jan 23, 2024
BUY
$63.01 - $75.95 $22.5 Million - $27.1 Million
357,116 New
357,116 $26.9 Million

Others Institutions Holding SCHM

# of Institutions
1,052
Shares Held
280M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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