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 Q2	$38.3M	Buy	1,206,375 +26,811	+2%	+$851K	0.23%	27
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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

First Command Advisory Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.3% in Q2 2026, buying an estimated $851K and bringing the position to 1,206,375 shares worth $38.3M. The position accounts for 0.23% of the portfolio, ranked #27.

First Command Advisory Services first reported a position in SCHD in Q2 2018 and has held it in 33 quarters since. 2,137 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

First Command Advisory Services held 1,206,375 shares of Schwab US Dividend Equity ETF worth $38.3M as of Q2 2026.
First Command Advisory Services bought 26,811 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $851K.
Schwab US Dividend Equity ETF made up 0.23% of First Command Advisory Services's portfolio in Q2 2026, its #27 holding.
First Command Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q2 2018 and has held it in 33 quarters since.
2,137 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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