FNC
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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

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Ameriprise
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SEI Investments
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Franklin Resources
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FEG
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return