First National Bank of Mount Dora’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

First National Bank of Mount Dora’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$549K	Hold	15,200	–	–	0.11%	94
2026 Q1	$442K	Hold	15,200	–	–	0.1%	96
2025 Q4	$433K	Hold	15,200	–	–	0.09%	95
2025 Q3	$424K	Hold	15,200	–	–	0.09%	97
2025 Q2	$385K	Hold	15,200	–	–	0.09%	102
2025 Q1	$356K	Hold	15,200	–	–	0.09%	107
2024 Q4	$393K	Hold	15,200	–	–	0.09%	105
2024 Q3	$391K	Hold	15,200	–	–	0.09%	111
2024 Q2	$361K	Hold	15,200	–	–	0.09%	112
2024 Q1	$374K	Hold	15,200	–	–	0.09%	108
2023 Q4	$359K	Hold	15,200	–	–	0.1%	102
2023 Q3	$315K	Hold	15,200	–	–	0.09%	104
2023 Q2	$333K	Sell	15,200 -88	-0.6%	-$1.83K	0.09%	103
2023 Q1	$321K	Buy	15,288 +88	+0.6%	+$1.89K	0.1%	103
2022 Q4	$308K	Hold	15,200	–	–	0.1%	105
2022 Q3	$287K	Hold	15,200	–	–	0.1%	104
2022 Q2	$296K	Hold	15,200	–	–	0.1%	103
2022 Q1	$360K	Hold	15,200	–	–	0.11%	102
2021 Q4	$389K	Hold	15,200	–	–	0.11%	95
2021 Q3	$380K	Hold	15,200	–	–	0.12%	92
2021 Q2	$396K	Hold	15,200	–	–	0.13%	86
2021 Q1	$379K	Buy	15,200 +3,200	+27%	+$78.7K	0.13%	90
2020 Q4	$267K	Hold	12,000	–	–	0.1%	89
2020 Q3	$205K	Buy	+12,000	New	+$207K	0.08%	91
2020 Q1	–	Sell	-12,000	Closed	-$227K	–	94
2019 Q4	$227K	Hold	12,000	–	–	0.1%	83
2019 Q3	$209K	Hold	12,000	–	–	0.1%	83
2019 Q2	$214K	Sell	12,000 -568	-5%	-$10K	0.1%	82
2019 Q1	$220K	Buy	+12,568	New	+$215K	0.1%	85
2018 Q4	–	Sell	-12,000	Closed	-$229K	–	95
2018 Q3	$229K	Hold	12,000	–	–	0.1%	84
2018 Q2	$221K	Hold	12,000	–	–	0.1%	82
2018 Q1	$207K	Hold	12,000	–	–	0.1%	83
2017 Q4	$209K	Buy	+12,000	New	+$205K	0.09%	83

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

First National Bank of Mount Dora's SCHA Position: Q2 2026 in Review

First National Bank of Mount Dora held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 15,200 shares worth $549K. The position accounts for 0.11% of the portfolio, ranked #94.

First National Bank of Mount Dora first reported a position in SCHA in Q4 2017 and has held it in 32 quarters since. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

First National Bank of Mount Dora held 15,200 shares of Schwab U.S Small- Cap ETF worth $549K as of Q2 2026.
First National Bank of Mount Dora left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.11% of First National Bank of Mount Dora's portfolio in Q2 2026, its #94 holding.
First National Bank of Mount Dora first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 32 quarters since.
708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.