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First Command Bank’s Schwab US REIT ETF SCHH Stock Holding History

First Command Bank’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-14
Closed – – 464
2021
Q2 		$0 Sell
14
-20
-59% -$445 ﹤0.01% 454
2021
Q1 		$1K Buy
+34
New +$665 ﹤0.01% 432

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Creative Planning
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US Bancorp
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Charles Schwab
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

First Command Bank's SCHH Position: Q3 2021 in Review

First Command Bank sold out of Schwab US REIT ETF (SCHH) in Q3 2021, closing a stake of 14 shares.

First Command Bank first reported a position in SCHH in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 400 funds tracked by Wall St. Rank hold SCHH as of Q3 2021.

  • First Command Bank reported no remaining Schwab US REIT ETF position as of Q3 2021 after selling out during the quarter.
  • First Command Bank sold 14 Schwab US REIT ETF shares in Q3 2021.
  • First Command Bank first reported a position in Schwab US REIT ETF in Q1 2021 and held it in 2 quarters.
  • First Command Bank's Schwab US REIT ETF position peaked at $1K in Q1 2021.
  • 400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2021.

Based on First Command Bank's 13F filing for Q3 2021, filed 16 Dec 2021.