First National Corp Schwab Strategic Tr Us Broad M Transaction History
First National Corp
- $418 Million
- Q1 2024
A detailed history of First National Corp transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, First National Corp holds 474,726 shares of SCHB stock, worth $30.1 Million. This represents 6.94% of its overall portfolio holdings.
Number of Shares
474,726
Previous 475,143
0.09%
Holding current value
$30.1 Million
Previous $26.5 Million
9.57%
% of portfolio
6.94%
Previous 6.49%
Shares
22 transactions
Others Institutions Holding SCHB
# of Institutions
1,122Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$400 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$255 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$228 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$215 Million14.63% of portfolio