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First National Corp’s Schwab US Mid-Cap ETF SCHM Stock Holding History

First National Corp’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
2025
Q3 		$16.3M Sell
548,491
-6,337
-1% -$184K 3.1% 8
2025
Q2 		$15.6M Buy
554,828
+23,927
+5% +$631K 3.14% 7
2025
Q1 		$13.9M Buy
530,901
+21,501
+4% +$599K 3.07% 10
2024
Q4 		$14.1M Buy
509,400
+29,298
+6% +$835K 3.2% 9
2024
Q3 		$13.3M Buy
480,102
+22,104
+5% +$588K 2.96% 9
2024
Q2 		$11.9M Sell
457,998
-49,116
-10% -$1.29M 2.83% 8
2024
Q1 		$12.7M Sell
507,114
-2,322
-0.5% -$59.2K 3.13% 8
2023
Q4 		$12.8M Sell
509,436
-9,324
-2% -$214K 3.14% 8
2023
Q3 		$11.7M Buy
518,760
+15,315
+3% +$363K 3.14% 7
2023
Q2 		$11.9M Buy
503,445
+1,701
+0.3% +$38.3K 2.83% 8
2023
Q1 		$11.3M Sell
501,744
-8,715
-2% -$201K 2.7% 10
2022
Q4 		$11.2M Buy
510,459
+15,648
+3% +$343K 2.76% 9
2022
Q3 		$9.98M Buy
494,811
+762
+0.2% +$17K 2.73% 10
2022
Q2 		$10.3M Buy
494,049
+4,374
+0.9% +$101K 2.7% 10
2022
Q1 		$12.4M Buy
489,675
+29,583
+6% +$742K 2.62% 8
2021
Q4 		$12.3M Buy
460,092
+3,282
+0.7% +$87.5K 2.76% 12
2021
Q3 		$11.7M Buy
456,810
+9,060
+2% +$237K 2.62% 10
2021
Q2 		$7.85M Buy
447,750
+37,182
+9% +$960K 2.7% 9
2021
Q1 		$10.2M Sell
410,568
-34,404
-8% -$835K 2.53% 12
2020
Q4 		$10.1M Buy
444,972
+294
+0.1% +$6.13K 2.75% 9
2020
Q3 		$432K Sell
444,678
-3,072
-0.7% -$56.9K 0.13% 97
2020
Q2 		$7.85M Buy
447,750
+51,312
+13% +$836K 2.7% 9
2020
Q1 		$158K Sell
396,438
-190,878
-33% -$3.5M 0.1% 122
2019
Q4 		$11.8M Buy
587,316
+9,300
+2% +$180K 4.38% 4
2019
Q3 		$10.9M Buy
578,016
+4,749
+0.8% +$89.7K 4.39% 5
2019
Q2 		$10.9M Buy
573,267
+29,949
+6% +$560K 4.5% 4
2019
Q1 		$10M Buy
543,318
+26,925
+5% +$481K 4.17% 2
2018
Q4 		$8.25M Buy
+516,393
New +$9.02M 3.8% 4

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

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

First National Corp reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.1% in Q3 2025, selling an estimated $184K and leaving 548,491 shares worth $16.3M. The position accounts for 3.1% of the portfolio, ranked #8.

First National Corp first reported a position in SCHM in Q4 2018 and has held it in 28 quarters since. 942 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • First National Corp held 548,491 shares of Schwab US Mid-Cap ETF worth $16.3M as of Q3 2025.
  • First National Corp sold 6,337 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $184K.
  • Schwab US Mid-Cap ETF made up 3.1% of First National Corp's portfolio in Q3 2025, its #8 holding.
  • First National Corp first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 28 quarters since.
  • 942 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

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