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

$425 Million
Q2 2025

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 9,000 shares of SCHM stock, worth $260,100. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,000

Previous 9,000 -0.0%

Holding current value

$260,100

Previous $235,000 7.23%

% of portfolio

0.06%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$27.54 - $83.04 $165,240 - $498,240	6,000 Added 200.0%	9,000 $249,000
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	$60.91 - $76.4 $212,332 - $266,330	3,486 Added 116.2%	6,486 $407,000
Q4 2020 Jan 06, 2021	BUY	$55.93 - $68.45 $167,790 - $205,350	3,000 New	3,000 $205,000

Others Institutions Holding SCHM

# of Institutions

1,042

Shares Held

284M

Call Options Held

9.4K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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