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Advocacy Wealth Management Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Advocacy Wealth Management Services’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.2M Buy
1,715,392
+134,186
+8% +$4.62M 2.3% 12
2026
Q1 		$49M Buy
1,581,206
+21,781
+1% +$694K 2.16% 15
2025
Q4 		$46.9M Buy
1,559,425
+86,487
+6% +$2.58M 1.96% 16
2025
Q3 		$43.7M Sell
1,472,938
-16,667
-1% -$485K 1.9% 16
2025
Q2 		$41.8M Sell
1,489,605
-12,160
-0.8% -$321K 2.56% 14
2025
Q1 		$39.3M Sell
1,501,765
-166,877
-10% -$4.65M 2.68% 14
2024
Q4 		$46.2M Buy
1,668,642
+428,448
+35% +$12.2M 3.52% 9
2024
Q3 		$34.3M Sell
1,240,194
-9,456
-0.8% -$251K 2.7% 14
2024
Q2 		$32.4M Buy
1,249,650
+39,828
+3% +$1.04M 2.67% 14
2024
Q1 		$32.8M Buy
1,209,822
+138,474
+13% +$3.53M 2.82% 14
2023
Q4 		$26.9M Buy
+1,071,348
New +$24.5M 2.55% 15

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advocacy Wealth Management Services's SCHM Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its Schwab US Mid-Cap ETF (SCHM) stake by 8.5% in Q2 2026, buying an estimated $4.62M and bringing the position to 1,715,392 shares worth $63.2M. The position accounts for 2.3% of the portfolio, ranked #12.

Advocacy Wealth Management Services first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Advocacy Wealth Management Services held 1,715,392 shares of Schwab US Mid-Cap ETF worth $63.2M as of Q2 2026.
  • Advocacy Wealth Management Services bought 134,186 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $4.62M.
  • Schwab US Mid-Cap ETF made up 2.3% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #12 holding.
  • Advocacy Wealth Management Services first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.