First National Bank of Mount Dora’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$219K	Buy	+6,300	New	+$208K	0.04%	117

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Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wealth Enhancement Advisory Services

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Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

First National Bank of Mount Dora opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 6,300 shares worth $219K. The stake represents 0.04% of the portfolio and ranks #117 among its holdings.

593 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

First National Bank of Mount Dora held 6,300 shares of Schwab US Large-Cap Value ETF worth $219K as of Q2 2026.
Schwab US Large-Cap Value ETF was a new First National Bank of Mount Dora position in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.04% of First National Bank of Mount Dora's portfolio in Q2 2026, its #117 holding.
593 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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