First Command Advisory Services’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$107K Buy
1,159
+211
+22% +$19.2K ﹤0.01% 299
2026
Q1
$89.1K Buy
948
+370
+64% +$36.3K ﹤0.01% 279
2025
Q4
$57.7K Buy
578
+528
+1,056% +$50.1K ﹤0.01% 304
2025
Q3
$4.77K Hold
50
﹤0.01% 474
2025
Q2
$4.56K Hold
50
﹤0.01% 436
2025
Q1
$3.91K Buy
+50
New +$3.92K ﹤0.01% 418
2024
Q4
Sell
-55
Closed -$3.56K 470
2024
Q3
$3.56K Buy
+55
New +$3.61K ﹤0.01% 407

Other funds holding SCHW

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

First Command Advisory Services increased its Charles Schwab (SCHW) stake by 22% in Q2 2026, buying an estimated $19.2K and bringing the position to 1,159 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

First Command Advisory Services first reported a position in SCHW in Q3 2024 and has held it in 7 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • First Command Advisory Services held 1,159 shares of Charles Schwab worth $107K as of Q2 2026.
  • First Command Advisory Services bought 211 Charles Schwab shares in Q2 2026, an estimated $19.2K.
  • Charles Schwab made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #299 holding.
  • First Command Advisory Services first reported a position in Charles Schwab in Q3 2024 and has held it in 7 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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