Schwab Strategic Tr us dividend eq shares owned by FineMark National Bank & Trust
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by FineMark National Bank & Trust
from 13F filings
Historical chart of FineMark National Bank & Trust investment in Schwab Strategic Tr us dividend eq
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us dividend eq held by FineMark National Bank & Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr us dividend eq by FineMark National Bank & Trust
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $370k | 4.9k | 76.13 |
2023-09-30 | $316k | 4.5k | 70.76 |
2023-06-30 | $363k | 5.0k | 72.62 |
2023-03-31 | $327k | 4.5k | 73.16 |
2022-12-31 | $329k | 4.4k | 75.54 |
2022-06-30 | $212k | 3.0k | 71.60 |
2022-03-31 | $237k | 3.0k | 79.03 |
2021-12-31 | $245k | 3.0k | 80.83 |
2021-09-30 | $225k | 3.0k | 74.23 |
2021-06-30 | $229k | 3.0k | 75.55 |
2016-03-31 | $80k | 2.0k | 40.00 |
2015-12-31 | $58k | 1.5k | 38.67 |
2015-09-30 | $54k | 1.5k | 36.00 |
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