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Schwab U S Large Cap Growth ETF shares owned by FineMark National Bank & Trust

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by FineMark National Bank & Trust from 13F filings

Historical chart of FineMark National Bank & Trust investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by FineMark National Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 7.0k 31.91
2016-06-30 $157k 3.0k 52.33
2015-09-30 $5.0k 106 47.17
2015-06-30 $2.0k 45 44.44

More positions owned by FineMark National Bank & Trust

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

View all positions for FineMark National Bank & Trust

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF