Advocacy Wealth Management, LLC: SCHM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advocacy Wealth Management, LLC on SCHM, newest first. How the timeline and the estimate are built.
Advocacy Wealth Management, LLC held 1,715,392 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 1,715,392 sharesChange vs previous 13F +134,186 shares
2.3% of the 13F portfolio, value $63,246,503.
13F-HR 0001569452-26-000003 filed by Advocacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,581,206 sharesChange vs previous 13F +21,781 shares
2.16% of the 13F portfolio, value $48,954,138.
13F-HR 0001569452-26-000002 filed by Advocacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,559,425 sharesChange vs previous 13F +86,487 shares
1.96% of the 13F portfolio, value $46,891,910.
13F-HR 0001062993-26-000789 filed by Advocacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,472,938 sharesChange vs previous 13F -16,667 shares
1.9% of the 13F portfolio, value $43,657,882.
13F-HR 0001062993-25-016801 filed by Advocacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,489,605 sharesChange vs previous 13F -12,160 shares
2.56% of the 13F portfolio, value $41,783,420.
13F-HR 0001062993-25-014266 filed by Advocacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,501,765 sharesChange vs previous 13F -166,877 shares
2.68% of the 13F portfolio, value $39,346,243.
13F-HR 0001062993-25-008546 filed by Advocacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,668,642 sharesChange vs previous 13F +1,255,244 shares
3.52% of the 13F portfolio, value $46,238,070.
13F-HR 0001062993-25-002392 filed by Advocacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 413,398 sharesChange vs previous 13F not available
2.7% of the 13F portfolio, value $34,349,240.
13F-HR 0001062993-24-018167 filed by Advocacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).