First National Bank of Mount Dora’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Hold |
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|
2025
Q1 | $236K | Hold |
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|
2024
Q4 | $249K | Hold |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $233K | Hold |
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|
2024
Q1 | $244K | Hold |
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|
2023
Q4 | $226K | Hold |
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|
2023
Q3 | $203K | Hold |
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|
2023
Q2 | $213K | Sell |
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|
2023
Q1 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $407K | Buy |
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|
2022
Q1 | $228K | Hold |
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|
2021
Q4 | $241K | Hold |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $235K | Hold |
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|
2021
Q1 | $223K | Hold |
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|
2020
Q4 | $205K | Buy |
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