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Schwab Strategic Tr cmn shares owned by Advocacy Wealth Management Services

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Advocacy Wealth Management Services from 13F filings

Historical chart of Advocacy Wealth Management Services investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Advocacy Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Advocacy Wealth Management Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 43k 29.11

More positions owned by Advocacy Wealth Management Services

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Blackrock Etf Trust Ishares A I Inno (BAI)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Angel Oak Funds Trust Income Etf (CARY)

View all positions for Advocacy Wealth Management Services

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
Gemmer Asset Management
Betterment
LPL Financial
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn