First National Bank of Mount Dora’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Hold |
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|
2025
Q1 | $356K | Hold |
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|
2024
Q4 | $393K | Hold |
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|
2024
Q3 | $391K | Hold |
|
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|
2024
Q2 | $361K | Hold |
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|
2024
Q1 | $374K | Hold |
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|
2023
Q4 | $359K | Hold |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $333K | Sell |
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|
2023
Q1 | $321K | Buy |
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|
2022
Q4 | $308K | Hold |
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|
2022
Q3 | $287K | Hold |
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|
2022
Q2 | $296K | Hold |
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|
2022
Q1 | $360K | Hold |
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|
2021
Q4 | $389K | Hold |
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|
2021
Q3 | $380K | Hold |
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|
2021
Q2 | $396K | Hold |
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|
2021
Q1 | $379K | Buy |
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|
2020
Q4 | $267K | Hold |
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|
2020
Q3 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $227K | Hold |
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|
2019
Q3 | $209K | Hold |
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|
2019
Q2 | $214K | Sell |
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|
2019
Q1 | $220K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $229K | Hold |
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|
2018
Q2 | $221K | Hold |
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|
2018
Q1 | $207K | Hold |
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|
2017
Q4 | $209K | Buy |
|