SCHH — SCHWAB STRATEGIC TR US REIT ETF

Ownership history in First Command Advisory Services, Inc.  ·  5 quarters on record

This page tracks every 13F SEC filing in which First Command Advisory Services, Inc. reported a position in SCHWAB STRATEGIC TR US REIT ETF (SCHH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 339 +219 +182.5% 0.00% $7K $21.34
2024 Q2 REDUCED 120 -50 -29.4% 0.00% $2K $19.06
2024 Q1 ADDED 170 +164 +2733.3% 0.00% $3K $19.19
2023 Q3 REDUCED 6 -8 -57.1% 0.00% $107 $16.50
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHH price (monthly, adj. close)

Other funds also holding SCHH

As of 2025 Q4 — sorted by position size

DUMAC, INC. 3Y 7Y 25.18% ZynergyRetirementPlanningLLC 9.66% Strategic Financial Planning, Inc. 3Y 5.75% Pioneer Wealth Management Group 4.5% PURE PORTFOLIOS HOLDINGS LLC 4.03% MASON STREET ADVISORS, LLC 3Y 7Y 3.52% Upper Left Wealth Management, LLC 3Y 3.29% Courage Miller Partners, LLC 3Y 7Y 3.28% RATIONAL ADVISORS, INC. 3Y 7Y 3.16% WEALTH MANAGEMENT RESOURCES, INC. 3Y 2.96%
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