First Command Financial Services’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$4.48K	Buy	+79	New	+$4.14K	﹤0.01%	367
2018 Q3	–	Sell	-213	Closed	-$11K	–	398
2018 Q2	$11K	Hold	213	–	–	﹤0.01%	340
2018 Q1	$11K	Buy	+213	New	+$11.4K	﹤0.01%	353

Other funds holding SCHW

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

First Command Financial Services opened a new position in Charles Schwab (SCHW) in Q2 2023: 79 shares worth $4.48K. The stake represents ﹤0.01% of the portfolio and ranks #367 among its holdings. This is a return to the name: First Command Financial Services previously reported a position in SCHW as recently as Q2 2018.

First Command Financial Services first reported a position in SCHW in Q1 2018 and has held it in 3 quarters since. The position peaked at $11K in Q2 2018. 1,772 funds tracked by Wall St. Rank hold SCHW as of Q2 2023.

First Command Financial Services held 79 shares of Charles Schwab worth $4.48K as of Q2 2023.
Charles Schwab was a new First Command Financial Services position in Q2 2023.
Charles Schwab made up ﹤0.01% of First Command Financial Services's portfolio in Q2 2023, its #367 holding.
First Command Financial Services first reported a position in Charles Schwab in Q1 2018 and has held it in 3 quarters since.
First Command Financial Services's Charles Schwab position peaked at $11K in Q2 2018.
1,772 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2023.

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