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Charles Schwab 4.45 pfd Ser. J shares owned by First Command Advisory Services

Quarter-by-quarter ownership of Charles Schwab 4.45 pfd Ser. J (SCHW.PJ) shares owned by First Command Advisory Services from 13F filings

Historical chart of First Command Advisory Services investment in Charles Schwab 4.45 pfd Ser. J

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab 4.45 pfd Ser. J held by First Command Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab 4.45 pfd Ser. J by First Command Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $11k 625 17.68

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iShares Core S&P 500 ETF Etp (IVV)
iShares U.S. Equity Factor Rotation Active ETF Etp (DYNF)
Invesco NASDAQ 100 ETF Etp (QQQM)
iShares Core S&P Mid-Cap ETF Etp (IJH)
iShares Core S&P Small-Cap ETF Etp (IJR)
Dimensional International Cr Eq Mkt ETF Etp (DFAI)
iShares Russell Midcap Growth ETF Rus Md Cp Gr Etf (IWP)
SPDR S&P Global Natural Resources ETF Etp (GNR)
iShares MSCI Japan ETF Etp (EWJ)
State Street SPDR Port S&P 500 ETF Etp (SPYM)
iShares Core MSCI EAFE ETF Etp (IEFA)
Vanguard Mid-Cap ETF Mid Cap Etf (VO)
iShares Core Universal USD Bond ETF Etp (IUSB)
iShares Core MSCI Intl Dev Mkts ETF Etp (IDEV)
Dimensional Em Mkts ex China Cr Eq ETF Etp (DEXC)

View all positions for First Command Advisory Services

Top funds holding Charles Schwab 4.45 pfd Ser. J

Vima
Sterling Capital Management
Pnc Financial Services
First Command Advisory Services

View all funds holding Charles Schwab 4.45 pfd Ser. J