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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.2M | 46k | 25.71 |
| 2025-06-30 | $1.2M | 50k | 23.83 |
| 2025-03-31 | $1.1M | 50k | 21.53 |
| 2024-12-31 | $1.1M | 49k | 22.70 |
| 2024-09-30 | $1.2M | 18k | 66.52 |
| 2024-06-30 | $609k | 9.7k | 62.87 |
| 2024-03-31 | $675k | 11k | 61.05 |
| 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 |
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