First National Corp’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$19.4M	Buy	735,355 +10,650	+1%	+$270K	3.69%	5
2025 Q2	$17.7M	Sell	724,705 -530	-0.1%	-$12K	3.57%	5
2025 Q1	$16M	Buy	725,235 +6,363	+0.9%	+$148K	3.54%	7
2024 Q4	$16.7M	Buy	718,872 +23,328	+3%	+$544K	3.77%	6
2024 Q3	$15.7M	Buy	695,544 +8,214	+1%	+$179K	3.5%	7
2024 Q2	$14.7M	Buy	687,330 +6,642	+1%	+$137K	3.51%	4
2024 Q1	$12.8M	Sell	680,688 -6,084	-0.9%	-$120K	3.15%	7
2023 Q4	$12.9M	Buy	686,772 +14,043	+2%	+$247K	3.17%	6
2023 Q3	$11.3M	Buy	672,729 +19,173	+3%	+$336K	3.05%	9
2023 Q2	$11.4M	Buy	653,556 +843	+0.1%	+$13.9K	2.71%	10
2023 Q1	$10.5M	Buy	652,713 +4,821	+0.7%	+$75.9K	2.5%	12
2022 Q4	$9.75M	Buy	647,892 +57,972	+10%	+$878K	2.41%	15
2022 Q3	$8.33M	Buy	589,920 +11,118	+2%	+$174K	2.28%	13
2022 Q2	$8.62M	Buy	578,802 +5,826	+1%	+$94.4K	2.25%	15
2022 Q1	$10.3M	Sell	572,976 -14,844	-3%	-$263K	2.18%	15
2021 Q4	$11.2M	Buy	587,820 +4,902	+0.8%	+$90.6K	2.49%	14
2021 Q3	$10.1M	Buy	582,918 +5,892	+1%	+$105K	2.27%	15
2021 Q2	$7.13M	Buy	577,026 +12,294	+2%	+$207K	2.45%	12
2021 Q1	$9.04M	Sell	564,732 -15,378	-3%	-$241K	2.24%	16
2020 Q4	$8.79M	Buy	580,110 +10,686	+2%	+$153K	2.4%	14
2020 Q3	$1.56M	Sell	569,424 -7,602	-1%	-$101K	0.49%	44
2020 Q2	$7.13M	Buy	577,026 +52,344	+10%	+$610K	2.45%	12
2020 Q1	$4K	Sell	524,682 -142,422	-21%	-$1.73M	﹤0.01%	129
2019 Q4	$8.54M	Buy	667,104 +3,606	+0.5%	+$44.2K	3.18%	10
2019 Q3	$7.84M	Sell	663,498 -456	-0.1%	-$5.37K	3.16%	10
2019 Q2	$7.77M	Buy	663,954 +52,368	+9%	+$602K	3.21%	10
2019 Q1	$6.89M	Buy	611,586 +34,308	+6%	+$372K	2.87%	12
2018 Q4	$5.74M	Buy	+577,278	New	+$6.2M	2.65%	11

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

First National Corp increased its Schwab US Large- Cap ETF (SCHX) stake by 1.5% in Q3 2025, buying an estimated $270K and bringing the position to 735,355 shares worth $19.4M. The position accounts for 3.69% of the portfolio, ranked #5.

First National Corp first reported a position in SCHX in Q4 2018 and has held it in 28 quarters since. 1,442 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

First National Corp held 735,355 shares of Schwab US Large- Cap ETF worth $19.4M as of Q3 2025.
First National Corp bought 10,650 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $270K.
Schwab US Large- Cap ETF made up 3.69% of First National Corp's portfolio in Q3 2025, its #5 holding.
First National Corp first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 28 quarters since.
1,442 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

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