A detailed history of First National Bank Of Mount Dora, Trust Investment Services transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, First National Bank Of Mount Dora, Trust Investment Services holds 7,600 shares of SCHA stock, worth $200,792. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,600
Previous 7,600 -0.0%
Holding current value
$200,792
Previous $360,000 8.61%
% of portfolio
0.09%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 07, 2023

SELL
$39.91 - $43.82 $1,756 - $1,928
-44 Reduced 0.58%
7,600 $332,000
Q1 2023

Apr 12, 2023

BUY
$39.82 - $46.36 $1,752 - $2,039
44 Added 0.58%
7,644 $320,000
Q1 2022

Apr 06, 2022

BUY
$44.42 - $51.73 $168,796 - $196,574
3,800 Added 100.0%
7,600 $360,000
Q1 2021

Apr 05, 2021

BUY
$43.89 - $52.63 $35,112 - $42,104
800 Added 26.67%
3,800 $379,000
Q3 2020

Oct 08, 2020

BUY
$32.09 - $36.38 $96,270 - $109,140
3,000 New
3,000 $205,000
Q1 2020

Apr 03, 2020

SELL
$22.29 - $38.7 $66,870 - $116,100
-3,000 Closed
0 $0
Q2 2019

Jul 08, 2019

SELL
N/A
-142 Reduced 4.52%
3,000 $214,000
Q1 2019

Apr 02, 2019

BUY
N/A
3,142 New
3,142 $220,000
Q4 2018

Jan 03, 2019

SELL
N/A
-3,000 Closed
0 $0
Q4 2017

Jan 08, 2018

BUY
N/A
3,000
3,000 $209,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


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