First Command Bank’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

First Command Bank’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-92	Closed	-$2K	–	452
2021 Q1	$2K	Buy	+92	New	+$2.26K	﹤0.01%	412

Other funds holding SCHA

CSIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

First Command Bank's SCHA Position: Q2 2021 in Review

First Command Bank sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2021, closing a stake of 92 shares — an estimated $2K sold.

First Command Bank first reported a position in SCHA in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 838 funds tracked by Wall St. Rank hold SCHA as of Q2 2021.

First Command Bank reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2021 after selling out during the quarter.
First Command Bank sold 92 Schwab U.S Small- Cap ETF shares in Q2 2021, an estimated $2K.
First Command Bank first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and held it in 1 quarter.
First Command Bank's Schwab U.S Small- Cap ETF position peaked at $2K in Q1 2021.
838 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2021.

Based on First Command Bank's 13F filing for Q2 2021, filed 20 Jul 2021.