First National Corp Schwab Strategic U.S. Mid Cap Transaction History
First National Corp
- $482 Million
- Q2 2025
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 554,828 shares of SCHM stock, worth $15.7 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
554,828
Previous 530,901
4.51%
Holding current value
$15.7 Million
Previous $13.9 Million
12.01%
% of portfolio
3.23%
Previous 3.21%
Shares
27 transactions
Others Institutions Holding SCHM
# of Institutions
1,030Shares Held
283MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.71 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$839 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10.6MShares$300 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO10.3MShares$291 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$268 Million3.22% of portfolio