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First National Corp’s Schwab US Broad Market ETF SCHB Stock Holding History

First National Corp’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$25.3M Buy
980,783
+1,183
+0.1% +$29.3K 4.8% 3
2025
Q2 		$23.3M Sell
979,600
-7,361
-0.7% -$162K 4.71% 3
2025
Q1 		$21.2M Sell
986,961
-35,308
-3% -$803K 4.69% 3
2024
Q4 		$23.2M Buy
1,022,269
+38,905
+4% +$889K 5.25% 2
2024
Q3 		$21.8M Sell
983,364
-217,848
-18% -$4.65M 4.85% 3
2024
Q2 		$25.2M Sell
1,201,212
-222,966
-16% -$4.52M 6% 2
2024
Q1 		$26.4M Sell
1,424,178
-1,251
-0.1% -$24.2K 6.5% 1
2023
Q4 		$26.5M Sell
1,425,429
-39,723
-3% -$686K 6.49% 1
2023
Q3 		$24.3M Sell
1,465,152
-242,556
-14% -$4.2M 6.54% 1
2023
Q2 		$29.4M Buy
1,707,708
+122,934
+8% +$2M 6.99% 1
2023
Q1 		$25.3M Buy
1,584,774
+222,408
+16% +$3.48M 6.01% 1
2022
Q4 		$20.3M Buy
1,362,366
+376,047
+38% +$5.65M 5.03% 2
2022
Q3 		$13.8M Buy
986,319
+135,924
+16% +$2.11M 3.78% 4
2022
Q2 		$12.5M Sell
850,395
-803,400
-49% -$12.9M 3.28% 5
2022
Q1 		$29.4M Sell
1,653,795
-237,519
-13% -$4.17M 6.24% 2
2021
Q4 		$35.6M Buy
1,891,314
+28,854
+2% +$531K 7.97% 1
2021
Q3 		$32.2M Buy
1,862,460
+131,292
+8% +$2.34M 7.23% 2
2021
Q2 		$21.2M Sell
1,731,168
-189,354
-10% -$3.2M 7.27% 2
2021
Q1 		$31M Buy
1,920,522
+75,510
+4% +$1.19M 7.68% 1
2020
Q4 		$28M Buy
1,845,012
+86,064
+5% +$1.23M 7.62% 1
2020
Q3 		$933K Buy
1,758,948
+27,780
+2% +$365K 0.29% 59
2020
Q2 		$21.2M Buy
1,731,168
+1,009,986
+140% +$11.6M 7.28% 2
2020
Q1 		$479K Sell
721,182
-990,876
-58% -$12M 0.31% 72
2019
Q4 		$21.9M Buy
1,712,058
+37,710
+2% +$463K 8.16% 1
2019
Q3 		$19.8M Sell
1,674,348
-6,588
-0.4% -$77.8K 7.98% 1
2019
Q2 		$19.8M Sell
1,680,936
-16,860
-1% -$195K 8.16% 1
2019
Q1 		$19.3M Buy
1,697,796
+59,838
+4% +$653K 8.01% 1
2018
Q4 		$16.4M Buy
+1,637,958
New +$17.7M 7.54% 1

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

First National Corp increased its Schwab US Broad Market ETF (SCHB) stake by 0.12% in Q3 2025, buying an estimated $29.3K and bringing the position to 980,783 shares worth $25.3M. The position accounts for 4.8% of the portfolio, ranked #3.

First National Corp first reported a position in SCHB in Q4 2018 and has held it in 28 quarters since. The position peaked at $35.6M in Q4 2021. 1,213 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • First National Corp held 980,783 shares of Schwab US Broad Market ETF worth $25.3M as of Q3 2025.
  • First National Corp bought 1,183 Schwab US Broad Market ETF shares in Q3 2025, an estimated $29.3K.
  • Schwab US Broad Market ETF made up 4.8% of First National Corp's portfolio in Q3 2025, its #3 holding.
  • First National Corp first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 28 quarters since.
  • First National Corp's Schwab US Broad Market ETF position peaked at $35.6M in Q4 2021.
  • 1,213 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

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