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First Command Advisory Services’s Schwab 1000 Index ETF SCHK Stock Holding History

First Command Advisory Services’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-106
Closed -$2.77K – 538
2024
Q2 		$2.77K Buy
+106
New +$2.68K ﹤0.01% 425

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PSA
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BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Command Advisory Services's SCHK Position: Q3 2024 in Review

First Command Advisory Services sold out of Schwab 1000 Index ETF (SCHK) in Q3 2024, closing a stake of 106 shares — an estimated $2.77K sold.

First Command Advisory Services first reported a position in SCHK in Q2 2024 and held it in 1 quarter. The position peaked at $2.77K in Q2 2024. 170 funds tracked by Wall St. Rank hold SCHK as of Q3 2024.

  • First Command Advisory Services reported no remaining Schwab 1000 Index ETF position as of Q3 2024 after selling out during the quarter.
  • First Command Advisory Services sold 106 Schwab 1000 Index ETF shares in Q3 2024, an estimated $2.77K.
  • First Command Advisory Services first reported a position in Schwab 1000 Index ETF in Q2 2024 and held it in 1 quarter.
  • First Command Advisory Services's Schwab 1000 Index ETF position peaked at $2.77K in Q2 2024.
  • 170 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2024.

Based on First Command Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.