First Command Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$142K	Sell	4,898 -2,842	-37%	-$79.6K	﹤0.01%	245
2026 Q1	$194K	Hold	7,740	–	–	﹤0.01%	197
2025 Q4	$203K	Buy	+7,740	New	+$201K	﹤0.01%	178
2025 Q1	–	Sell	-972	Closed	-$22.1K	–	635
2024 Q4	$22.1K	Hold	972	–	–	﹤0.01%	339
2024 Q3	$21.6K	Buy	+972	New	+$20.8K	﹤0.01%	338
2022 Q3	–	Sell	-6	Closed	–	–	129
2022 Q2	$0	Buy	+6	New	+$96	﹤0.01%	133
2021 Q2	–	Sell	-138	Closed	–	–	67
2021 Q1	$0	Buy	+138	New	+$2.18K	﹤0.01%	54

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

First Command Advisory Services's SCHB Position: Q2 2026 in Review

First Command Advisory Services reduced its Schwab US Broad Market ETF (SCHB) stake by 37% in Q2 2026, selling an estimated $79.6K and leaving 4,898 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

First Command Advisory Services first reported a position in SCHB in Q1 2021 and has held it in 7 quarters since. The position peaked at $203K in Q4 2025. 1,390 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

First Command Advisory Services held 4,898 shares of Schwab US Broad Market ETF worth $142K as of Q2 2026.
First Command Advisory Services sold 2,842 Schwab US Broad Market ETF shares in Q2 2026, an estimated $79.6K.
Schwab US Broad Market ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #245 holding.
First Command Advisory Services first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 7 quarters since.
First Command Advisory Services's Schwab US Broad Market ETF position peaked at $203K in Q4 2025.
1,390 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.