First National Bank of Mount Dora’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$332K	Hold	9,000	–	–	0.07%	109
2026 Q1	$279K	Hold	9,000	–	–	0.06%	109
2025 Q4	$271K	Hold	9,000	–	–	0.06%	112
2025 Q3	$267K	Hold	9,000	–	–	0.06%	112
2025 Q2	$252K	Hold	9,000	–	–	0.06%	118
2025 Q1	$236K	Hold	9,000	–	–	0.06%	122
2024 Q4	$249K	Hold	9,000	–	–	0.06%	120
2024 Q3	$249K	Hold	9,000	–	–	0.06%	125
2024 Q2	$233K	Hold	9,000	–	–	0.06%	125
2024 Q1	$244K	Hold	9,000	–	–	0.06%	119
2023 Q4	$226K	Hold	9,000	–	–	0.06%	113
2023 Q3	$203K	Hold	9,000	–	–	0.06%	115
2023 Q2	$213K	Sell	9,000 -90	-1%	-$2.03K	0.06%	117
2023 Q1	$206K	Buy	+9,090	New	+$209K	0.06%	123
2022 Q3	–	Sell	-19,458	Closed	-$407K	–	128
2022 Q2	$407K	Buy	19,458 +10,458	+116%	+$241K	0.14%	90
2022 Q1	$228K	Hold	9,000	–	–	0.07%	116
2021 Q4	$241K	Hold	9,000	–	–	0.07%	109
2021 Q3	$230K	Hold	9,000	–	–	0.08%	107
2021 Q2	$235K	Hold	9,000	–	–	0.08%	104
2021 Q1	$223K	Hold	9,000	–	–	0.08%	104
2020 Q4	$205K	Buy	+9,000	New	+$188K	0.07%	101

Other funds holding SCHM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

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

First National Bank of Mount Dora held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 9,000 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #109.

First National Bank of Mount Dora first reported a position in SCHM in Q4 2020 and has held it in 21 quarters since. The position peaked at $407K in Q2 2022. 622 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

First National Bank of Mount Dora held 9,000 shares of Schwab US Mid-Cap ETF worth $332K as of Q2 2026.
First National Bank of Mount Dora left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.07% of First National Bank of Mount Dora's portfolio in Q2 2026, its #109 holding.
First National Bank of Mount Dora first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
First National Bank of Mount Dora's Schwab US Mid-Cap ETF position peaked at $407K in Q2 2022.
622 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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