First National Bank of Mount Dora’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.61M	Hold	82,452	–	–	0.52%	57
2026 Q1	$2.53M	Hold	82,452	–	–	0.55%	58
2025 Q4	$2.26M	Hold	82,452	–	–	0.49%	54
2025 Q3	$2.25M	Hold	82,452	–	–	0.5%	54
2025 Q2	$2.18M	Hold	82,452	–	–	0.49%	54
2025 Q1	$2.31M	Hold	82,452	–	–	0.56%	53
2024 Q4	$2.25M	Hold	82,452	–	–	0.53%	58
2024 Q3	$2.32M	Hold	82,452	–	–	0.53%	59
2024 Q2	$2.14M	Hold	82,452	–	–	0.52%	62
2024 Q1	$2.22M	Hold	82,452	–	–	0.54%	58
2023 Q4	$2.09M	Hold	82,452	–	–	0.56%	60
2023 Q3	$1.94M	Hold	82,452	–	–	0.58%	61
2023 Q2	$2M	Sell	82,452 -495	-0.6%	-$11.8K	0.57%	58
2023 Q1	$2.02M	Hold	82,947	–	–	0.61%	57
2022 Q4	$2.09M	Hold	82,947	–	–	0.69%	55
2022 Q3	$1.84M	Hold	82,947	–	–	0.65%	56
2022 Q2	$1.98M	Buy	82,947 +588	+0.7%	+$15K	0.68%	48
2022 Q1	$2.17M	Buy	82,359 +495	+0.6%	+$13K	0.65%	51
2021 Q4	$2.21M	Hold	81,864	–	–	0.65%	51
2021 Q3	$2.03M	Hold	81,864	–	–	0.67%	52
2021 Q2	$2.06M	Hold	81,864	–	–	0.68%	51
2021 Q1	$1.99M	Buy	81,864 +19,914	+32%	+$453K	0.69%	51
2020 Q4	$1.32M	Sell	61,950 -7,500	-11%	-$152K	0.48%	58
2020 Q3	$1.28M	Buy	69,450 +1,350	+2%	+$24.8K	0.53%	56
2020 Q2	$1.18M	Hold	68,100	–	–	0.53%	56
2020 Q1	$1.02M	Buy	68,100 +17,700	+35%	+$318K	0.54%	51
2019 Q4	$973K	Hold	50,400	–	–	0.41%	58
2019 Q3	$921K	Hold	50,400	–	–	0.42%	59
2019 Q2	$891K	Hold	50,400	–	–	0.41%	54
2019 Q1	$878K	Hold	50,400	–	–	0.39%	61
2018 Q4	$790K	Buy	50,400 +8,400	+20%	+$140K	0.39%	60
2018 Q3	$742K	Hold	42,000	–	–	0.32%	67
2018 Q2	$690K	Hold	42,000	–	–	0.31%	66
2018 Q1	$686K	Hold	42,000	–	–	0.32%	65
2017 Q4	$716K	Buy	+42,000	New	+$690K	0.32%	62

Other funds holding SCHD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

First National Bank of Mount Dora held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 82,452 shares worth $2.61M. The position accounts for 0.52% of the portfolio, ranked #57.

First National Bank of Mount Dora first reported a position in SCHD in Q4 2017 and has held it in 35 quarters since. 1,243 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

First National Bank of Mount Dora held 82,452 shares of Schwab US Dividend Equity ETF worth $2.61M as of Q2 2026.
First National Bank of Mount Dora left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.52% of First National Bank of Mount Dora's portfolio in Q2 2026, its #57 holding.
First National Bank of Mount Dora first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 35 quarters since.
1,243 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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