Charles Schwab Corporation shares owned by FineMark National Bank & Trust
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by FineMark National Bank & Trust
from 13F filings
Historical chart of FineMark National Bank & Trust investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by FineMark National Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 17k | 95.47 |
| 2025-06-30 | $1.6M | 17k | 91.24 |
| 2025-03-31 | $1.4M | 17k | 78.28 |
| 2024-12-31 | $1.3M | 18k | 74.01 |
| 2024-09-30 | $1.1M | 17k | 64.81 |
| 2024-06-30 | $1.3M | 18k | 73.69 |
| 2024-03-31 | $1.4M | 19k | 72.34 |
| 2023-12-31 | $2.1M | 31k | 68.80 |
| 2023-09-30 | $664k | 12k | 56.68 |
| 2023-06-30 | $664k | 12k | 56.68 |
| 2023-03-31 | $585k | 11k | 52.38 |
| 2022-12-31 | $895k | 11k | 83.26 |
| 2022-09-30 | $775k | 11k | 71.84 |
| 2022-06-30 | $690k | 11k | 63.21 |
| 2022-03-31 | $947k | 11k | 84.35 |
| 2021-12-31 | $802k | 9.5k | 84.08 |
| 2021-09-30 | $700k | 9.6k | 72.85 |
| 2021-06-30 | $661k | 9.1k | 72.77 |
| 2021-03-31 | $580k | 8.9k | 65.21 |
| 2020-12-31 | $484k | 9.1k | 53.01 |
| 2020-09-30 | $281k | 7.8k | 36.25 |
| 2020-06-30 | $259k | 7.7k | 33.74 |
| 2020-03-31 | $298k | 8.9k | 33.62 |
| 2019-12-31 | $392k | 8.2k | 47.56 |
| 2019-09-30 | $308k | 7.4k | 41.81 |
| 2019-06-30 | $220k | 5.5k | 40.17 |
| 2019-03-31 | $238k | 5.6k | 42.74 |
| 2018-12-31 | $251k | 6.0k | 41.61 |
| 2018-09-30 | $296k | 6.0k | 49.07 |
| 2018-06-30 | $738k | 14k | 51.13 |
| 2018-03-31 | $753k | 14k | 52.19 |
| 2017-12-31 | $736k | 14k | 51.35 |
| 2017-09-30 | $723k | 17k | 43.73 |
| 2017-06-30 | $763k | 18k | 42.98 |
| 2017-03-31 | $837k | 21k | 40.80 |
| 2016-12-31 | $743k | 19k | 39.44 |
| 2016-09-30 | $594k | 19k | 31.55 |
| 2016-06-30 | $508k | 20k | 25.26 |
| 2016-03-31 | $593k | 21k | 28.00 |
| 2015-12-31 | $433k | 13k | 32.96 |
| 2015-09-30 | $323k | 11k | 28.52 |
| 2015-06-30 | $358k | 11k | 32.67 |
| 2015-03-31 | $400k | 13k | 30.48 |
| 2014-12-31 | $1.3M | 42k | 30.20 |
| 2014-09-30 | $1.0M | 36k | 28.57 |
| 2014-06-30 | $910k | 34k | 26.93 |
| 2014-03-31 | $865k | 32k | 27.33 |
| 2013-12-31 | $773k | 30k | 26.01 |
| 2013-09-30 | $812k | 38k | 21.14 |
| 2013-06-30 | $551k | 26k | 21.21 |
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