AWMS
SCHW

Advocacy Wealth Management Services’s Charles Schwab SCHW Stock Holding History

Advocacy Wealth Management Services’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.3M Buy
152,207
+445
+0.3% +$43.6K 0.63% 38
2025
Q4 		$15.2M Sell
151,762
-3,373
-2% -$320K 0.63% 39
2025
Q3 		$14.8M Buy
+155,135
New +$14.7M 0.64% 42

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Advocacy Wealth Management Services's SCHW Position: Q1 2026 in Review

Advocacy Wealth Management Services increased its Charles Schwab (SCHW) stake by 0.29% in Q1 2026, buying an estimated $43.6K and bringing the position to 152,207 shares worth $14.3M. The position accounts for 0.63% of the portfolio, ranked #38.

Advocacy Wealth Management Services first reported a position in SCHW in Q3 2025 and has held it in 3 quarters since. The position peaked at $15.2M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Advocacy Wealth Management Services held 152,207 shares of Charles Schwab worth $14.3M as of Q1 2026.
  • Advocacy Wealth Management Services bought 445 Charles Schwab shares in Q1 2026, an estimated $43.6K.
  • Charles Schwab made up 0.63% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #38 holding.
  • Advocacy Wealth Management Services first reported a position in Charles Schwab in Q3 2025 and has held it in 3 quarters since.
  • Advocacy Wealth Management Services's Charles Schwab position peaked at $15.2M in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.