First National Bank Of Mount Dora, Trust Investment Services Schwab Strategic Tr Us Small C Transaction History

First National Bank Of Mount Dora, Trust Investment Services

  • $412 Million
  • Q4 2024

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 15,200 shares of SCHA stock, worth $404,928. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,200
Previous 7,600 100.0%
Holding current value
$404,928
Previous $391,000 0.51%
% of portfolio
0.1%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$25.33 - $51.16 $192,508 - $388,816
7,600 Added 100.0%
15,200 $393,000
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

# of Institutions
1,166
Shares Held
173M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
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