First National Corp’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-22,916	Closed	-$568K	–	166
2022 Q1	$568K	Buy	22,916 +14,206	+163%	+$357K	0.12%	103
2021 Q4	$221K	Buy	+8,710	New	+$222K	0.05%	155
2019 Q2	–	Sell	-6,004	Closed	-$151K	–	369
2019 Q1	$151K	Sell	6,004 -678	-10%	-$16.9K	0.06%	151
2018 Q4	$167K	Buy	+6,682	New	+$166K	0.08%	141

Other funds holding SCHO

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

First National Corp's SCHO Position: Q2 2022 in Review

First National Corp sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2022, closing a stake of 22,916 shares — an estimated $568K sold.

First National Corp first reported a position in SCHO in Q4 2018 and held it in 4 quarters. The position peaked at $568K in Q1 2022. 525 funds tracked by Wall St. Rank hold SCHO as of Q2 2022.

First National Corp reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2022 after selling out during the quarter.
First National Corp sold 22,916 Schwab Short-Term US Treasury ETF shares in Q2 2022, an estimated $568K.
First National Corp first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and held it in 4 quarters.
First National Corp's Schwab Short-Term US Treasury ETF position peaked at $568K in Q1 2022.
525 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2022.

Based on First National Corp's 13F filing for Q2 2022, filed 18 Jul 2022.