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

Advocacy Wealth Management Services, LLC

$1.22 Billion
Q4 2024

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 1,668,642 shares of SCHM stock, worth $44.2 Million. This represents 3.78% of its overall portfolio holdings.

Number of Shares

1,668,642

Previous 413,398 303.64%

Holding current value

$44.2 Million

Previous $34.3 Million 34.61%

% of portfolio

3.78%

Previous 2.94%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,010

Shares Held

275M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
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Advocacy Wealth Management Services, LLC Schwab Strategic U.S. Mid Cap Transaction History