First National Corp Schwab Strategic U.S. Mid Cap Transaction History
First National Corp
- $418 Million
- Q1 2024
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
Others Institutions Holding SCHM
# of Institutions
902Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.63 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$783 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$286 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$165 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$154 Million2.99% of portfolio