First National Bank Of Mount Dora, Trust Investment Services Schwab Strategic U.S. Mid Cap Transaction History

First National Bank Of Mount Dora, Trust Investment Services

  • $396 Million
  • Q1 2024

A detailed history of First National Bank Of Mount Dora, Trust Investment Services transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, First National Bank Of Mount Dora, Trust Investment Services holds 3,000 shares of SCHM stock, worth $231,000. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,000
Previous 3,000 -0.0%
Holding current value
$231,000
Previous $225,000 8.44%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jul 07, 2023
SELL
$65.29 - $71.03 $1,958 - $2,130
-30 Reduced 0.99%
3,000 $213,000
Q1 2023

Apr 12, 2023
BUY
$64.24 - $73.9 $194,647 - $223,917
3,030 New
3,030 $205,000
Q2 2022

Jul 13, 2022
BUY
N/A
3,486 Added 116.2%
6,486 $407,000
Q4 2020

Jan 06, 2021
BUY
N/A
3,000 New
3,000 $205,000

Others Institutions Holding SCHM

# of Institutions
904
Shares Held
96.1M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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