First Command Advisory Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-24	Closed	-$575	–	506
2023 Q3	$575	Buy	+24	New	+$584	﹤0.01%	440
2023 Q1	–	Sell	-234	Closed	-$4K	–	229
2022 Q4	$4K	Buy	+234	New	+$5.76K	﹤0.01%	18
2021 Q3	–	Sell	-112	Closed	–	–	173
2021 Q2	$0	Buy	+112	New	+$3.18K	﹤0.01%	69
2021 Q1	–	Sell	-14	Closed	–	–	60
2020 Q4	$0	Buy	+14	New	+$408	﹤0.01%	76

Other funds holding SCHR

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

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

First Command Advisory Services's SCHR Position: Q4 2023 in Review

First Command Advisory Services sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2023, closing a stake of 24 shares — an estimated $575 sold.

First Command Advisory Services first reported a position in SCHR in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q4 2022. 391 funds tracked by Wall St. Rank hold SCHR as of Q4 2023.

First Command Advisory Services reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
First Command Advisory Services sold 24 Schwab Intermediately-Term US Treasury ETF shares in Q4 2023, an estimated $575.
First Command Advisory Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and held it in 4 quarters.
First Command Advisory Services's Schwab Intermediately-Term US Treasury ETF position peaked at $4K in Q4 2022.
391 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2023.

Based on First Command Advisory Services's 13F filing for Q4 2023, filed 1 Feb 2024.