First National Corp’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

First National Corp’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$16.5M	Buy	591,472 +15,598	+3%	+$417K	3.13%	6
2025 Q2	$14.6M	Buy	575,874 +28,066	+5%	+$664K	2.94%	8
2025 Q1	$12.8M	Buy	547,808 +23,630	+5%	+$602K	2.83%	11
2024 Q4	$13.6M	Buy	524,178 +21,990	+4%	+$585K	3.07%	10
2024 Q3	$12.9M	Buy	502,188 +23,808	+5%	+$591K	2.88%	10
2024 Q2	$11.3M	Sell	478,380 -64,470	-12%	-$1.53M	2.7%	10
2024 Q1	$12.8M	Sell	542,850 -2,470	-0.5%	-$57.9K	3.15%	6
2023 Q4	$12.9M	Sell	545,320 -5,426	-1%	-$114K	3.16%	7
2023 Q3	$11.4M	Buy	550,746 +16,784	+3%	+$368K	3.06%	8
2023 Q2	$11.7M	Sell	533,962 -25,326	-5%	-$528K	2.78%	9
2023 Q1	$11.7M	Sell	559,288 -5,586	-1%	-$120K	2.79%	9
2022 Q4	$11.4M	Buy	564,874 +12,698	+2%	+$260K	2.83%	8
2022 Q3	$10.4M	Buy	552,176 +3,438	+0.6%	+$71.9K	2.86%	9
2022 Q2	$10.7M	Buy	548,738 +7,714	+1%	+$165K	2.8%	9
2022 Q1	$12.8M	Buy	541,024 +53,388	+11%	+$1.26M	2.72%	6
2021 Q4	$12.5M	Buy	487,636 +7,308	+2%	+$189K	2.79%	11
2021 Q3	$12M	Sell	480,328 -20,064	-4%	-$509K	2.7%	9
2021 Q2	$8.17M	Buy	500,392 +66,048	+15%	+$1.69M	2.81%	7
2021 Q1	$10.8M	Sell	434,344 -65,272	-13%	-$1.61M	2.69%	10
2020 Q4	$11.1M	Buy	+499,616	New	+$9.95M	3.03%	6
2020 Q3	–	Sell	-500,392	Closed	-$8.17M	–	149
2020 Q2	$8.17M	Buy	500,392 +55,556	+12%	+$832K	2.81%	7
2020 Q1	$305K	Sell	444,836 -204,500	-31%	-$3.48M	0.2%	99
2019 Q4	$12.3M	Buy	649,336 +11,068	+2%	+$200K	4.57%	3
2019 Q3	$11.1M	Buy	638,268 +8,116	+1%	+$143K	4.48%	3
2019 Q2	$11.3M	Buy	630,152 +74,016	+13%	+$1.31M	4.65%	3
2019 Q1	$9.72M	Buy	556,136 +6,880	+1%	+$118K	4.05%	4
2018 Q4	$8.33M	Buy	+549,256	New	+$9.28M	3.84%	3

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

First National Corp's SCHA Position: Q3 2025 in Review

First National Corp increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.7% in Q3 2025, buying an estimated $417K and bringing the position to 591,472 shares worth $16.5M. The position accounts for 3.13% of the portfolio, ranked #6.

First National Corp first reported a position in SCHA in Q4 2018 and has held it in 27 quarters since. 1,168 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

First National Corp held 591,472 shares of Schwab U.S Small- Cap ETF worth $16.5M as of Q3 2025.
First National Corp bought 15,598 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $417K.
Schwab U.S Small- Cap ETF made up 3.13% of First National Corp's portfolio in Q3 2025, its #6 holding.
First National Corp first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 27 quarters since.
1,168 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on First National Corp's 13F filing for Q3 2025, filed 28 Oct 2025.