Advocacy Wealth Management, LLC SCHM holdings history
SCHWAB US MID CAP ETF · CUSIP 808524508 · CIK 1569452
As of 2026-06-30, Advocacy Wealth Management, LLC reported 1.72M SCHM (shares), valued at $63.25M, or 2.30% of its reported non-derivative portfolio. Filed 2026-07-29.
Verify history & sources →Shares increased 8.49%; reported value increased 29.20%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.30% | 1,715,392 | SEC filing ↗Filed Jul 29, 2026 |
| Q1 2026 | 2.16% | 1,581,206 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 1.96% | 1,559,425 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 1.90% | 1,472,938 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 2.56% | 1,489,605 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 2.68% | 1,501,765 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 3.52% | 1,668,642 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 2.70% | 413,398 | SEC filing ↗Filed Oct 31, 2024 |
| Q2 2024 | 2.67% | 416,550 | SEC filing ↗Filed Jul 10, 2024 |
| Q1 2024 | 2.82% | 403,274 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 2.55% | 357,116 | SEC filing ↗Filed Jan 23, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.55% | 357,116 | $26.90M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 2.82% | 403,274 | $32.84M | Shares increased 12.93%; reported value increased 22.09%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 2.67% | 416,550 | $32.42M | Shares increased 3.29%; reported value decreased 1.27%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2024 |
| Q3 2024 | 2.70% | 413,398 | $34.35M | Shares decreased 0.76%; reported value increased 5.95%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2024 |
| Q4 2024 | 3.52% | 1,668,642 | $46.24M | Shares increased 303.64%; reported value increased 34.61%, and weight changed +0.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 2.68% | 1,501,765 | $39.35M | Shares decreased 10.00%; reported value decreased 14.91%, and weight changed -0.84 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 2.56% | 1,489,605 | $41.78M | Shares decreased 0.81%; reported value increased 6.19%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 1.90% | 1,472,938 | $43.66M | Shares decreased 1.12%; reported value increased 4.49%, and weight changed -0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 1.96% | 1,559,425 | $46.89M | Shares increased 5.87%; reported value increased 7.41%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 2.16% | 1,581,206 | $48.95M | Shares increased 1.40%; reported value increased 4.40%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 2.30% | 1,715,392 | $63.25M | Shares increased 8.49%; reported value increased 29.20%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2026 |
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