ADVOCATE GROUP LLC

Position in SCHW — Schwab Charles Corp

CIK 1853401 MINNETONKA, MN

Position in SCHW

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$8,840,757

-$394,939 QoQ

Shares Held

95,814

-2.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.68%

of 13F equity value

Holder Rank

#527

of 2,303 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ADVOCATE GROUP LLC holds $19,542,350 across 2 Capital Markets names. SCHW ranks #2 (45.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley	51,194	$10,701,593
2	SCHW	Schwab Charles Corp This page	95,814	$8,840,757

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,840,757	95,814	-2.5%	Shares	Sole	2026-07-17
2026-03-31	$9,235,696	98,273	-2.6%	Shares	Sole	2026-04-13
2025-12-31	$10,075,623	100,847	-12.1%	Shares	Sole	2026-01-20
2025-09-30	$10,953,845	114,736	-3.1%	Shares	Sole	2025-10-20
2025-06-30	$10,798,710	118,355	-1.3%	Shares	Sole	2025-07-25
2025-03-31	$9,388,120	119,930	-1.0%	Shares	Sole	2025-04-22
2024-12-31	$8,967,495	121,166	-0.2%	Shares	Sole	2025-01-21
2024-09-30	$7,867,221	121,389	+2.0%	Shares	Sole	2024-10-09
2024-06-30	$8,768,741	118,995	+0.8%	Shares	Sole	2024-07-10
2024-03-31	$8,537,277	118,016	+1.9%	Shares	Sole	2024-04-25
2023-12-31	$7,968,140	115,816	+3.7%	Shares	Sole	2024-01-19
2023-09-30	$6,131,341	111,682	+13.5%	Shares	Sole	2023-10-17
2023-06-30	$5,579,522	98,439	+42.7%	Shares	Sole	2023-07-20
2023-03-31	$3,613,748	68,991	+1.4%	Shares	Sole	2023-04-19
2022-12-31	$5,664,594	68,035	+8.4%	Shares	Sole	2023-01-18
2022-09-30	$4,511,064	62,767	+1.1%	Shares	Sole	2022-10-19
2022-06-30	$3,920,634	62,055	—	Shares	Sole	2022-07-27
No filing history on record for this holder in this stock.