A detailed history of First National Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, First National Corp holds 169,038 shares of SCHM stock, worth $13.1 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares
169,038
Previous 169,812 0.46%
Holding current value
$13.1 Million
Previous $12.8 Million 7.62%
% of portfolio
3.29%
Previous 3.14%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$72.89 - $81.43 $56,416 - $63,026
-774 Reduced 0.46%
169,038 $13.8 Million
Q4 2023

Jan 18, 2024

SELL
$63.01 - $75.95 $195,835 - $236,052
-3,108 Reduced 1.8%
169,812 $12.8 Million
Q3 2023

Oct 24, 2023

BUY
$66.75 - $73.98 $340,758 - $377,667
5,105 Added 3.04%
172,920 $11.7 Million
Q2 2023

Jul 31, 2023

BUY
$65.29 - $71.03 $37,019 - $40,274
567 Added 0.34%
167,815 $11.9 Million
Q1 2023

Apr 27, 2023

SELL
$64.24 - $73.9 $186,617 - $214,679
-2,905 Reduced 1.71%
167,248 $11.3 Million
Q4 2022

Jan 26, 2023

BUY
$64.3 - $69.94 $335,388 - $364,807
5,216 Added 3.16%
170,153 $0
Q3 2022

Oct 24, 2022

BUY
N/A
254 Added 0.15%
164,937 $9.98 Million
Q2 2022

Jul 18, 2022

BUY
N/A
1,458 Added 0.89%
164,683 $10.3 Million
Q1 2022

Apr 26, 2022

BUY
N/A
9,861 Added 6.43%
163,225 $12.4 Million
Q4 2021

Jan 28, 2022

BUY
N/A
1,094 Added 0.72%
153,364 $12.3 Million
Q3 2021

Nov 09, 2021

BUY
N/A
3,020 Added 2.02%
152,270 $11.7 Million
Q2 2021

Jul 30, 2021

BUY
N/A
12,394 Added 9.06%
149,250 $7.85 Million
Q1 2021

May 10, 2021

SELL
N/A
-11,468 Reduced 7.73%
136,856 $10.2 Million
Q4 2020

Feb 08, 2021

BUY
N/A
98 Added 0.07%
148,324 $10.1 Million
Q3 2020

Oct 22, 2020

SELL
N/A
-1,024 Reduced 0.69%
148,226 $432,000
Q2 2020

Jul 21, 2020

BUY
N/A
17,104 Added 12.94%
149,250 $7.85 Million
Q1 2020

Apr 16, 2020

SELL
N/A
-63,626 Reduced 32.5%
132,146 $158,000
Q4 2019

Jan 31, 2020

BUY
N/A
3,100 Added 1.61%
195,772 $11.8 Million
Q3 2019

Oct 24, 2019

BUY
N/A
1,583 Added 0.83%
192,672 $10.9 Million
Q2 2019

Jul 30, 2019

BUY
N/A
9,983 Added 5.51%
191,089 $10.9 Million
Q1 2019

Jun 12, 2019

BUY
N/A
8,975 Added 5.21%
181,106 $68,000
Q4 2018

Jun 12, 2019

BUY
N/A
172,131 New
172,131 $8.25 Million

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


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