First National Bank Of Mount Dora, Trust Investment Services Schwab Strategic Tr 1000 Index Transaction History

First National Bank Of Mount Dora, Trust Investment Services

$412 Million
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	BUY	$35.4 - $44.52 $284,297 - $357,540	8,031 New	8,031 $293,000

Others Institutions Holding SCHK

# of Institutions

185

Shares Held

44.8M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

28.6M
Shares

$833 Million
3.25% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$203 Million
12.67% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$76.7 Million
5.98% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$61.1 Million
27.6% of portfolio
Waddell & Associates, LLC

963K
Shares

$28.1 Million
6.53% of portfolio

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