First National Bank Of Mount Dora, Trust Investment Services Schwab Strategic Tr Us Broad M Transaction History

First National Bank Of Mount Dora, Trust Investment Services

  • $412 Million
  • Q4 2024

A detailed history of First National Bank Of Mount Dora, Trust Investment Services transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, First National Bank Of Mount Dora, Trust Investment Services holds 81,939 shares of SCHB stock, worth $1.93 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
81,939
Previous 27,313 200.0%
Holding current value
$1.93 Million
Previous $1.82 Million 2.42%
% of portfolio
0.45%
Previous 0.43%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$22.01 - $66.82 $1.2 Million - $3.65 Million
54,626 Added 200.0%
81,939 $1.86 Million
Q2 2023

Jul 07, 2023
SELL
$47.08 - $51.7 $2,354 - $2,585
-50 Reduced 0.18%
27,313 $1.41 Million
Q1 2023

Apr 12, 2023
BUY
$44.47 - $49.23 $2,223 - $2,461
50 Added 0.18%
27,363 $1.31 Million
Q2 2022

Jul 13, 2022
BUY
$42.93 - $53.98 $11,805 - $14,844
275 Added 1.02%
27,313 $1.21 Million
Q1 2022

Apr 06, 2022
BUY
$49.15 - $56.85 $678,614 - $784,927
13,807 Added 104.35%
27,038 $1.44 Million
Q1 2021

Apr 05, 2021
BUY
$44.89 - $48.81 $64,237 - $69,847
1,431 Added 12.13%
13,231 $1.28 Million
Q4 2020

Jan 06, 2021
SELL
$39.03 - $45.5 $15,612 - $18,200
-400 Reduced 3.28%
11,800 $1.07 Million
Q1 2020

Apr 03, 2020
BUY
$26.18 - $40.44 $7,854 - $12,132
300 Added 2.52%
12,200 $738,000
Q4 2018

Jan 03, 2019
BUY
N/A
400 Added 3.48%
11,900 $713,000
Q4 2017

Jan 08, 2018
BUY
N/A
11,500
11,500 $742,000

Others Institutions Holding SCHB

# of Institutions
1,190
Shares Held
231M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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