First Command Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.2M	Buy	1,179,564 +21,278	+2%	+$645K	0.24%	28
2025 Q4	$31.8M	Buy	1,158,286 +51,253	+5%	+$1.39M	0.22%	26
2025 Q3	$30.2M	Buy	1,107,033 +77,785	+8%	+$2.12M	0.22%	25
2025 Q2	$27.3M	Buy	1,029,248 +79,381	+8%	+$2.07M	0.23%	24
2025 Q1	$26.6M	Buy	949,867 +73,311	+8%	+$2.04M	0.26%	22
2024 Q4	$23.9M	Buy	876,556 +96,652	+12%	+$2.75M	0.23%	22
2024 Q3	$22M	Buy	779,904 +100,983	+15%	+$2.75M	0.21%	22
2024 Q2	$17.6M	Buy	678,921 +112,665	+20%	+$2.93M	0.18%	20
2024 Q1	$15.2M	Buy	566,256 +23,193	+4%	+$599K	0.16%	22
2023 Q4	$13.8M	Buy	543,063 +16,965	+3%	+$404K	0.16%	21
2023 Q3	$12.4M	Buy	526,098 +21,864	+4%	+$537K	0.16%	20
2023 Q2	$12.2M	Buy	504,234 +2,952	+0.6%	+$70.5K	0.2%	8
2023 Q1	$12.2M	Buy	501,282 +375	+0.1%	+$9.38K	0.21%	7
2022 Q4	$12.6M	Sell	500,907 -5,121	-1%	-$126K	0.2%	7
2022 Q3	$11.2M	Buy	506,028 +8,613	+2%	+$209K	0.19%	7
2022 Q2	$11.9M	Buy	497,415 +10,353	+2%	+$263K	0.19%	7
2022 Q1	$12.8M	Sell	487,062 -8,772	-2%	-$230K	0.19%	7
2021 Q4	$13.4M	Buy	495,834 +82,767	+20%	+$2.15M	0.17%	8
2021 Q3	$10.3M	Buy	413,067 +8,565	+2%	+$218K	0.14%	8
2021 Q2	$10.2M	Sell	404,502 -42,408	-9%	-$1.07M	0.14%	8
2021 Q1	$10.9M	Sell	446,910 -58,692	-12%	-$1.33M	0.16%	7
2020 Q4	$10.8M	Sell	505,602 -7,950	-2%	-$161K	0.18%	6
2020 Q3	$9.44M	Buy	513,552 +12,666	+3%	+$233K	0.18%	6
2020 Q2	$8.64M	Sell	500,886 -10,158	-2%	-$172K	0.18%	7
2020 Q1	$7.67M	Buy	511,044 +28,878	+6%	+$518K	0.24%	6
2019 Q4	$9.34M	Buy	482,166 +13,104	+3%	+$245K	0.27%	6
2019 Q3	$8.68M	Buy	469,062 +46,308	+11%	+$829K	0.27%	6
2019 Q2	$7.51M	Buy	422,754 +36,534	+9%	+$643K	0.24%	7
2019 Q1	$6.75M	Buy	386,220 +32,181	+9%	+$541K	0.22%	9
2018 Q4	$5.57M	Buy	354,039 +35,829	+11%	+$597K	0.23%	8
2018 Q3	$5.61M	Buy	318,210 +35,784	+13%	+$619K	0.2%	8
2018 Q2	$4.65M	Buy	+282,426	New	+$4.65M	0.18%	8

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

First Command Advisory Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.8% in Q1 2026, buying an estimated $645K and bringing the position to 1,179,564 shares worth $36.2M. The position accounts for 0.24% of the portfolio, ranked #28.

First Command Advisory Services first reported a position in SCHD in Q2 2018 and has held it in 32 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

First Command Advisory Services held 1,179,564 shares of Schwab US Dividend Equity ETF worth $36.2M as of Q1 2026.
First Command Advisory Services bought 21,278 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $645K.
Schwab US Dividend Equity ETF made up 0.24% of First Command Advisory Services's portfolio in Q1 2026, its #28 holding.
First Command Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q2 2018 and has held it in 32 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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