First National Bank of Mount Dora’s Schwab US Broad Market ETF SCHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.41M	Hold	83,063	–	–	0.48%	58
2026 Q1	$2.08M	Buy	83,063 +1,124	+1%	+$29.5K	0.45%	60
2025 Q4	$2.15M	Hold	81,939	–	–	0.47%	55
2025 Q3	$2.11M	Hold	81,939	–	–	0.47%	55
2025 Q2	$1.95M	Hold	81,939	–	–	0.44%	56
2025 Q1	$1.76M	Hold	81,939	–	–	0.43%	56
2024 Q4	$1.86M	Hold	81,939	–	–	0.44%	61
2024 Q3	$1.82M	Hold	81,939	–	–	0.41%	63
2024 Q2	$1.72M	Hold	81,939	–	–	0.41%	67
2024 Q1	$1.67M	Hold	81,939	–	–	0.41%	66
2023 Q4	$1.52M	Hold	81,939	–	–	0.41%	64
2023 Q3	$1.36M	Hold	81,939	–	–	0.4%	64
2023 Q2	$1.41M	Sell	81,939 -150	-0.2%	-$2.44K	0.4%	65
2023 Q1	$1.31M	Buy	82,089 +150	+0.2%	+$2.35K	0.4%	62
2022 Q4	$1.22M	Hold	81,939	–	–	0.4%	63
2022 Q3	$1.15M	Hold	81,939	–	–	0.41%	63
2022 Q2	$1.21M	Buy	81,939 +825	+1%	+$13.2K	0.41%	62
2022 Q1	$1.44M	Buy	81,114 +1,728	+2%	+$30.3K	0.44%	61
2021 Q4	$1.5M	Hold	79,386	–	–	0.44%	58
2021 Q3	$1.37M	Hold	79,386	–	–	0.45%	58
2021 Q2	$1.38M	Hold	79,386	–	–	0.45%	55
2021 Q1	$1.28M	Buy	79,386 +8,586	+12%	+$135K	0.45%	57
2020 Q4	$1.07M	Sell	70,800 -2,400	-3%	-$34.2K	0.39%	62
2020 Q3	$972K	Hold	73,200	–	–	0.4%	62
2020 Q2	$896K	Hold	73,200	–	–	0.41%	62
2020 Q1	$738K	Buy	73,200 +1,800	+3%	+$21.8K	0.39%	62
2019 Q4	$915K	Hold	71,400	–	–	0.39%	59
2019 Q3	$845K	Hold	71,400	–	–	0.39%	61
2019 Q2	$839K	Hold	71,400	–	–	0.39%	57
2019 Q1	$810K	Hold	71,400	–	–	0.36%	66
2018 Q4	$713K	Buy	71,400 +2,400	+3%	+$25.9K	0.36%	63
2018 Q3	$809K	Hold	69,000	–	–	0.35%	65
2018 Q2	$759K	Hold	69,000	–	–	0.34%	61
2018 Q1	$734K	Hold	69,000	–	–	0.34%	63
2017 Q4	$742K	Buy	+69,000	New	+$723K	0.33%	59

Other funds holding SCHB

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HDIM

Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $469M AUM

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

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

First National Bank of Mount Dora held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 83,063 shares worth $2.41M. The position accounts for 0.48% of the portfolio, ranked #58.

First National Bank of Mount Dora first reported a position in SCHB in Q4 2017 and has held it in 35 quarters since. 846 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

First National Bank of Mount Dora held 83,063 shares of Schwab US Broad Market ETF worth $2.41M as of Q2 2026.
First National Bank of Mount Dora left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.48% of First National Bank of Mount Dora's portfolio in Q2 2026, its #58 holding.
First National Bank of Mount Dora first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 35 quarters since.
846 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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