FineMark National Bank & Trust »

Schwab U S Broad Market ETF shares owned by FineMark National Bank & Trust

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by FineMark National Bank & Trust from 13F filings

Historical chart of FineMark National Bank & Trust investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by FineMark National Bank & Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Broad Market ETF by FineMark National Bank & Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $612k 11k 55.67
2023-09-30 $1.3M 26k 51.70
2023-06-30 $1.3M 26k 51.70
2023-03-31 $799k 17k 47.85
2022-12-31 $745k 17k 44.81
2022-09-30 $693k 17k 41.98
2022-06-30 $608k 14k 44.16
2022-03-31 $733k 14k 53.41
2021-12-31 $774k 6.8k 113.06
2021-09-30 $709k 6.8k 103.88
2021-06-30 $710k 6.8k 104.29
2021-03-31 $657k 6.8k 96.75
2020-12-31 $616k 6.8k 90.92
2020-09-30 $506k 6.4k 79.66
2020-06-30 $462k 6.3k 73.39
2020-03-31 $379k 6.3k 60.49
2019-12-31 $482k 6.3k 76.94
2019-09-30 $441k 6.2k 71.06
2019-06-30 $393k 5.6k 70.59
2019-03-31 $336k 4.9k 68.10
2018-12-31 $255k 4.2k 60.04
2018-09-30 $218k 3.1k 70.53
2016-09-30 $5.0k 104 48.08
2016-06-30 $289k 5.7k 50.29
2016-03-31 $282k 5.7k 49.32
2015-12-31 $279k 5.7k 49.04
2015-09-30 $330k 7.1k 46.37
2015-06-30 $246k 4.9k 50.32
2015-03-31 $245k 4.9k 50.38
2014-12-31 $241k 4.8k 49.77
2014-09-30 $229k 4.8k 47.50
2014-06-30 $229k 4.8k 47.71
2014-03-31 $218k 4.8k 45.63
2013-12-31 $214k 4.8k 45.00
2013-09-30 $457k 11k 41.09
2013-06-30 $401k 10k 38.92

More positions owned by FineMark National Bank & Trust

United Parcel Service CL B (UPS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)
Adobe Systems Incorporated (ADBE)
Home Depot (HD)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
JPMorgan Chase & Co. (JPM)

View all positions for FineMark National Bank & Trust

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
HT Partners
Evergreen Advisors
Retirement Planning Group
Callan Capital
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF