First Command Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

First Command Financial Services’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$26.2K	Hold	1,400	–	–	﹤0.01%	283
2023 Q1	$22.8K	Hold	1,400	–	–	﹤0.01%	289
2022 Q4	$19K	Hold	1,400	–	–	﹤0.01%	290
2022 Q3	$20K	Hold	1,400	–	–	﹤0.01%	287
2022 Q2	$20K	Hold	1,400	–	–	﹤0.01%	291
2022 Q1	$26K	Hold	1,400	–	–	﹤0.01%	285
2021 Q4	$29K	Hold	1,400	–	–	﹤0.01%	289
2021 Q3	$26K	Hold	1,400	–	–	﹤0.01%	303
2021 Q2	$26K	Hold	1,400	–	–	﹤0.01%	300
2021 Q1	$23K	Hold	1,400	–	–	0.01%	290
2020 Q4	$22K	Hold	1,400	–	–	0.01%	258
2020 Q3	$20K	Hold	1,400	–	–	0.01%	238
2020 Q2	$18K	Hold	1,400	–	–	0.01%	236
2020 Q1	$14K	Hold	1,400	–	–	0.01%	248
2019 Q4	$16K	Hold	1,400	–	–	0.01%	281
2019 Q3	$15K	Hold	1,400	–	–	0.01%	288
2019 Q2	$15K	Hold	1,400	–	–	0.01%	305
2019 Q1	$14K	Hold	1,400	–	–	0.01%	312
2018 Q4	$12K	Hold	1,400	–	–	0.01%	325
2018 Q3	$14K	Hold	1,400	–	–	﹤0.01%	319
2018 Q2	$13K	Hold	1,400	–	–	﹤0.01%	329
2018 Q1	$13K	Hold	1,400	–	–	﹤0.01%	337
2017 Q4	$12K	Hold	1,400	–	–	0.01%	334
2017 Q3	$12K	Hold	1,400	–	–	0.01%	326
2017 Q2	$11K	Hold	1,400	–	–	0.01%	341
2017 Q1	$11K	Buy	+1,400	New	+$10.4K	0.01%	326

Other funds holding SCHG

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

First Command Financial Services's SCHG Position: Q2 2023 in Review

First Command Financial Services held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2023 at 1,400 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

First Command Financial Services first reported a position in SCHG in Q1 2017 and has held it in 26 quarters since. The position peaked at $29K in Q4 2021. 942 funds tracked by Wall St. Rank hold SCHG as of Q2 2023.

First Command Financial Services held 1,400 shares of Schwab US Large-Cap Growth ETF worth $26.2K as of Q2 2023.
First Command Financial Services left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2023.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of First Command Financial Services's portfolio in Q2 2023, its #283 holding.
First Command Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q1 2017 and has held it in 26 quarters since.
First Command Financial Services's Schwab US Large-Cap Growth ETF position peaked at $29K in Q4 2021.
942 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2023.

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