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
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by FineMark National Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $442k | 16k | 27.30 |
| 2025-06-30 | $680k | 26k | 26.50 |
| 2025-03-31 | $717k | 26k | 27.96 |
| 2024-12-31 | $711k | 26k | 27.32 |
| 2024-09-30 | $745k | 8.8k | 84.53 |
| 2024-06-30 | $390k | 5.0k | 77.76 |
| 2024-03-31 | $437k | 5.4k | 80.63 |
| 2023-12-31 | $370k | 4.9k | 76.13 |
| 2023-09-30 | $363k | 5.0k | 72.62 |
| 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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