First Command Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$128K	Sell	4,352 -477	-10%	-$13.6K	﹤0.01%	263
2026 Q1	$124K	Sell	4,829 -1,616	-25%	-$43.3K	﹤0.01%	239
2025 Q4	$173K	Buy	6,445 +4,829	+299%	+$129K	﹤0.01%	192
2025 Q3	$42.6K	Buy	+1,616	New	+$41K	﹤0.01%	323
2024 Q3	–	Sell	-1,224	Closed	-$3.92K	–	541
2024 Q2	$3.92K	Buy	1,224 +294	+32%	+$6.08K	﹤0.01%	407
2024 Q1	$19.2K	Buy	+930	New	+$18.3K	﹤0.01%	319
2023 Q4	–	Sell	-48	Closed	-$810	–	507
2023 Q3	$810	Buy	+48	New	+$842	﹤0.01%	433
2023 Q1	–	Sell	-756	Closed	-$3K	–	230
2022 Q4	$3K	Sell	756 -1,341	-64%	-$20.3K	﹤0.01%	23
2022 Q3	$11K	Buy	+2,097	New	+$32.9K	﹤0.01%	14
2021 Q4	–	Sell	-114	Closed	-$2K	–	177
2021 Q3	$2K	Buy	+114	New	+$2.03K	﹤0.01%	45
2021 Q1	–	Sell	-138	Closed	-$2K	–	61
2020 Q4	$2K	Buy	+138	New	+$1.98K	﹤0.01%	19
2020 Q3	–	Sell	-6,822	Closed	–	–	68
2020 Q2	$0	Buy	+6,822	New	+$79.5K	﹤0.01%	35

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

First Command Advisory Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 9.9% in Q2 2026, selling an estimated $13.6K and leaving 4,352 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

First Command Advisory Services first reported a position in SCHX in Q2 2020 and has held it in 12 quarters since. The position peaked at $173K in Q4 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

First Command Advisory Services held 4,352 shares of Schwab US Large- Cap ETF worth $128K as of Q2 2026.
First Command Advisory Services sold 477 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $13.6K.
Schwab US Large- Cap ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #263 holding.
First Command Advisory Services first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 12 quarters since.
First Command Advisory Services's Schwab US Large- Cap ETF position peaked at $173K in Q4 2025.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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