First Command Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-150	Closed	-$3.89K	–	539
2024 Q2	$3.89K	Buy	+150	New	+$3.92K	﹤0.01%	408
2023 Q3	–	Sell	-183	Closed	–	–	492
2023 Q2	$0	Buy	+183	New	+$4.12K	﹤0.01%	158
2021 Q4	–	Sell	-18	Closed	–	–	176
2021 Q3	$0	Buy	+18	New	+$470	﹤0.01%	172

Other funds holding SCHM

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

First Command Advisory Services sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2024, closing a stake of 150 shares — an estimated $3.89K sold.

First Command Advisory Services first reported a position in SCHM in Q3 2021 and held it in 3 quarters. The position peaked at $3.89K in Q2 2024. 882 funds tracked by Wall St. Rank hold SCHM as of Q3 2024.

First Command Advisory Services reported no remaining Schwab US Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
First Command Advisory Services sold 150 Schwab US Mid-Cap ETF shares in Q3 2024, an estimated $3.89K.
First Command Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q3 2021 and held it in 3 quarters.
First Command Advisory Services's Schwab US Mid-Cap ETF position peaked at $3.89K in Q2 2024.
882 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2024.

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