First Command Bank’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$46.5K	Buy	+1,920	New	+$45.9K	﹤0.01%	241
2023 Q1	–	Sell	-147	Closed	-$4K	–	410
2022 Q4	$4K	Buy	+147	New	+$3.63K	﹤0.01%	358
2021 Q3	–	Sell	-45	Closed	-$1K	–	463
2021 Q2	$1K	Hold	45	–	–	﹤0.01%	428
2021 Q1	$1K	Buy	+45	New	+$1.02K	﹤0.01%	431

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CSIA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

First Command Bank's SCHD Position: Q2 2023 in Review

First Command Bank opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2023: 1,920 shares worth $46.5K. The stake represents ﹤0.01% of the portfolio and ranks #241 among its holdings. This is a return to the name: First Command Bank previously reported a position in SCHD as recently as Q4 2022.

First Command Bank first reported a position in SCHD in Q1 2021 and has held it in 4 quarters since. 1,373 funds tracked by Wall St. Rank hold SCHD as of Q2 2023.

First Command Bank held 1,920 shares of Schwab US Dividend Equity ETF worth $46.5K as of Q2 2023.
Schwab US Dividend Equity ETF was a new First Command Bank position in Q2 2023.
Schwab US Dividend Equity ETF made up ﹤0.01% of First Command Bank's portfolio in Q2 2023, its #241 holding.
First Command Bank first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 4 quarters since.
1,373 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.