FNBOMD
First National Bank of Mount Dora’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Hold |
9,000
| – | – | 0.06% | 118 |
|
|
2025
Q1 | $236K | Hold |
9,000
| – | – | 0.06% | 122 |
|
|
2024
Q4 | $249K | Buy |
9,000
+6,000
| +200% | +$166K | 0.06% | 120 |
|
|
2024
Q3 | $249K | Hold |
3,000
| – | – | 0.06% | 125 |
|
|
2024
Q2 | $233K | Hold |
3,000
| – | – | 0.06% | 125 |
|
|
2024
Q1 | $244K | Hold |
3,000
| – | – | 0.06% | 119 |
|
|
2023
Q4 | $226K | Hold |
3,000
| – | – | 0.06% | 113 |
|
|
2023
Q3 | $203K | Hold |
3,000
| – | – | 0.06% | 115 |
|
|
2023
Q2 | $213K | Sell |
3,000
-30
| -1% | -$2.13K | 0.06% | 117 |
|
|
2023
Q1 | $206K | Buy |
+3,030
| New | +$206K | 0.06% | 123 |
|
|
2022
Q3 | – | Sell |
-6,486
| Closed | -$407K | – | 128 |
|
|
2022
Q2 | $407K | Buy |
6,486
+3,486
| +116% | +$219K | 0.14% | 90 |
|
|
2022
Q1 | $228K | Hold |
3,000
| – | – | 0.07% | 116 |
|
|
2021
Q4 | $241K | Hold |
3,000
| – | – | 0.07% | 109 |
|
|
2021
Q3 | $230K | Hold |
3,000
| – | – | 0.08% | 107 |
|
|
2021
Q2 | $235K | Hold |
3,000
| – | – | 0.08% | 104 |
|
|
2021
Q1 | $223K | Hold |
3,000
| – | – | 0.08% | 104 |
|
|
2020
Q4 | $205K | Buy |
+3,000
| New | +$205K | 0.07% | 101 |
|