FNBOMD
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First National Bank of Mount Dora’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

First National Bank of Mount Dora’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$217K Hold
4,500
– – 0.04% 119
2026
Q1 		$210K Hold
4,500
– – 0.05% 122
2025
Q4 		$205K Hold
4,500
– – 0.04% 119
2025
Q3 		$205K Buy
+4,500
New +$198K 0.05% 122

Other funds holding SCHC

ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

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

First National Bank of Mount Dora held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q2 2026 at 4,500 shares worth $217K. The position accounts for 0.04% of the portfolio, ranked #119.

First National Bank of Mount Dora first reported a position in SCHC in Q3 2025 and has held it in 4 quarters since. 271 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • First National Bank of Mount Dora held 4,500 shares of Schwab International Small-Cap Equity ETF worth $217K as of Q2 2026.
  • First National Bank of Mount Dora left its Schwab International Small-Cap Equity ETF share count unchanged in Q2 2026.
  • Schwab International Small-Cap Equity ETF made up 0.04% of First National Bank of Mount Dora's portfolio in Q2 2026, its #119 holding.
  • First National Bank of Mount Dora first reported a position in Schwab International Small-Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 271 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

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