SCHR — SCHWAB STRATEGIC TR

Ownership history in ADVOCATE GROUP LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which ADVOCATE GROUP LLC reported a position in SCHWAB STRATEGIC TR (SCHR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.64% (2025 Q4)
Avg. % of fund
0.99%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 405,405 +69,007 +20.5% 1.64% $10.2M $24.92
2025 Q3 ADDED 336,398 +74,513 +28.5% 1.39% $8.5M $24.66
2025 Q2 ADDED 261,885 +4,266 +1.7% 1.17% $6.6M $24.32
2025 Q1 ADDED 257,619 +9,155 +3.7% 1.17% $6.4M $23.92
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHR price (monthly, adj. close)

Other funds also holding SCHR

As of 2025 Q4 — sorted by position size

Cornerstone Wealth Advisors, Inc. 3Y 21.95% HC Advisors, LLC 3Y 14.88% Hapanowicz & Associates Financial Services, Inc 3Y 7Y 13.13% Pacific Sage Partners, LLC 3Y 12.61% Beacon Wealthcare LLC 3Y 11.59% Crane Advisory, LLC 3Y 10.55% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 10.35% Downshift Financial, LLC 8.42% Blake Schutter Theil Wealth Advisors, LLC 7.28% FLC Capital Advisors 3Y 7Y 7.15%
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