First Command Advisory Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

First Command Advisory Services’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$54.4K	Sell	1,870 -624	-25%	-$18.7K	﹤0.01%	339
2025 Q4	$71K	Buy	2,494 +1,870	+300%	+$52.8K	﹤0.01%	281
2025 Q3	$17.4K	Hold	624	–	–	﹤0.01%	395
2025 Q2	$15.8K	Hold	624	–	–	﹤0.01%	385
2025 Q1	$14.6K	Hold	624	–	–	﹤0.01%	360
2024 Q4	$16.1K	Hold	624	–	–	﹤0.01%	358
2024 Q3	$16.1K	Sell	624 -514	-45%	-$12.8K	﹤0.01%	357
2024 Q2	$17K	Buy	1,138 +72	+7%	+$1.71K	﹤0.01%	327
2024 Q1	$26.2K	Buy	+1,066	New	+$25K	﹤0.01%	297
2023 Q4	–	Sell	-22	Closed	-$456	–	500
2023 Q3	$456	Buy	+22	New	+$483	﹤0.01%	445
2023 Q1	–	Sell	-1,310	Closed	-$2K	–	223
2022 Q4	$2K	Buy	1,310 +896	+216%	+$18.4K	﹤0.01%	30
2022 Q3	$3K	Buy	+414	New	+$8.66K	﹤0.01%	27
2021 Q1	–	Sell	-76	Closed	-$2K	–	53
2020 Q4	$2K	Buy	+76	New	+$1.51K	﹤0.01%	17
2020 Q3	–	Sell	-1,152	Closed	–	–	66
2020 Q2	$0	Buy	+1,152	New	+$17.3K	﹤0.01%	33

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

First Command Advisory Services's SCHA Position: Q1 2026 in Review

First Command Advisory Services reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 25% in Q1 2026, selling an estimated $18.7K and leaving 1,870 shares worth $54.4K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

First Command Advisory Services first reported a position in SCHA in Q2 2020 and has held it in 14 quarters since. The position peaked at $71K in Q4 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

First Command Advisory Services held 1,870 shares of Schwab U.S Small- Cap ETF worth $54.4K as of Q1 2026.
First Command Advisory Services sold 624 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $18.7K.
Schwab U.S Small- Cap ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q1 2026, its #339 holding.
First Command Advisory Services first reported a position in Schwab U.S Small- Cap ETF in Q2 2020 and has held it in 14 quarters since.
First Command Advisory Services's Schwab U.S Small- Cap ETF position peaked at $71K in Q4 2025.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.