AWMS
Advocacy Wealth Management Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.8M | Sell |
1,489,605
-12,160
| -0.8% | -$341K | 2.56% | 14 |
|
|
2025
Q1 | $39.3M | Sell |
1,501,765
-166,877
| -10% | -$4.37M | 2.68% | 14 |
|
|
2024
Q4 | $46.2M | Buy |
1,668,642
+1,255,244
| +304% | +$34.8M | 3.52% | 9 |
|
|
2024
Q3 | $34.3M | Sell |
413,398
-3,152
| -0.8% | -$262K | 2.7% | 14 |
|
|
2024
Q2 | $32.4M | Buy |
416,550
+13,276
| +3% | +$1.03M | 2.67% | 14 |
|
|
2024
Q1 | $32.8M | Buy |
403,274
+46,158
| +13% | +$3.76M | 2.82% | 14 |
|
|
2023
Q4 | $26.9M | Buy |
+357,116
| New | +$26.9M | 2.55% | 15 |
|