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First National Bank of Mount Dora’s Schwab 1000 Index ETF SCHK Stock Holding History

First National Bank of Mount Dora’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-16,062
Closed -$293K – 127
2022
Q2 		$293K Buy
+16,062
New +$319K 0.1% 104

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

First National Bank of Mount Dora's SCHK Position: Q3 2022 in Review

First National Bank of Mount Dora sold out of Schwab 1000 Index ETF (SCHK) in Q3 2022, closing a stake of 16,062 shares — an estimated $293K sold.

First National Bank of Mount Dora first reported a position in SCHK in Q2 2022 and held it in 1 quarter. The position peaked at $293K in Q2 2022. 121 funds tracked by Wall St. Rank hold SCHK as of Q3 2022.

  • First National Bank of Mount Dora reported no remaining Schwab 1000 Index ETF position as of Q3 2022 after selling out during the quarter.
  • First National Bank of Mount Dora sold 16,062 Schwab 1000 Index ETF shares in Q3 2022, an estimated $293K.
  • First National Bank of Mount Dora first reported a position in Schwab 1000 Index ETF in Q2 2022 and held it in 1 quarter.
  • First National Bank of Mount Dora's Schwab 1000 Index ETF position peaked at $293K in Q2 2022.
  • 121 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2022.

Based on First National Bank of Mount Dora's 13F filing for Q3 2022, filed 6 Oct 2022.