Schwab Strategic Tr us lrg cap etf shares owned by FineMark National Bank & Trust
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by FineMark National Bank & Trust
from 13F filings
Historical chart of FineMark National Bank & Trust investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by FineMark National Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 73k | 26.34 |
| 2025-06-30 | $1.8M | 72k | 24.44 |
| 2025-03-31 | $1.6M | 72k | 22.08 |
| 2024-12-31 | $1.9M | 84k | 23.18 |
| 2024-09-30 | $2.0M | 30k | 67.85 |
| 2024-06-30 | $1.7M | 26k | 64.25 |
| 2024-03-31 | $1.6M | 26k | 62.06 |
| 2023-12-31 | $1.5M | 27k | 56.40 |
| 2023-09-30 | $1.6M | 30k | 52.37 |
| 2023-06-30 | $1.6M | 30k | 52.37 |
| 2023-03-31 | $1.4M | 28k | 48.37 |
| 2022-12-31 | $1.3M | 28k | 45.15 |
| 2022-09-30 | $1.2M | 28k | 42.36 |
| 2022-06-30 | $1.3M | 28k | 44.66 |
| 2022-03-31 | $1.4M | 26k | 53.84 |
| 2021-12-31 | $1.5M | 13k | 113.85 |
| 2021-09-30 | $1.4M | 14k | 104.01 |
| 2021-06-30 | $1.4M | 14k | 103.95 |
| 2021-03-31 | $1.3M | 14k | 96.05 |
| 2020-12-31 | $1.3M | 14k | 90.92 |
| 2020-09-30 | $993k | 12k | 80.65 |
| 2020-06-30 | $730k | 9.8k | 74.13 |
| 2020-03-31 | $678k | 11k | 61.24 |
| 2019-12-31 | $834k | 11k | 76.78 |
| 2019-09-30 | $784k | 11k | 70.94 |
| 2019-06-30 | $917k | 13k | 70.19 |
| 2019-03-31 | $881k | 13k | 67.58 |
| 2018-12-31 | $778k | 13k | 59.68 |
| 2018-09-30 | $990k | 14k | 69.56 |
| 2018-06-30 | $1.0M | 16k | 65.01 |
| 2018-03-31 | $985k | 16k | 63.08 |
| 2017-12-31 | $1.1M | 17k | 63.76 |
| 2017-09-30 | $1.0M | 17k | 60.01 |
| 2017-06-30 | $1.1M | 19k | 57.80 |
| 2017-03-31 | $1.1M | 20k | 56.29 |
| 2016-12-31 | $1.2M | 22k | 53.24 |
| 2016-09-30 | $973k | 19k | 51.60 |
| 2016-06-30 | $846k | 17k | 49.76 |
| 2016-03-31 | $587k | 12k | 48.88 |
| 2015-12-31 | $630k | 13k | 48.61 |
| 2015-09-30 | $193k | 4.2k | 45.67 |
| 2015-06-30 | $163k | 3.3k | 49.38 |
| 2015-03-31 | $127k | 2.6k | 49.51 |
| 2014-12-31 | $126k | 2.6k | 49.12 |
| 2014-09-30 | $17k | 365 | 46.58 |
| 2014-06-30 | $17k | 365 | 46.58 |
| 2014-03-31 | $16k | 365 | 43.84 |
| 2013-12-31 | $16k | 365 | 43.84 |
| 2013-09-30 | $189k | 4.7k | 40.21 |
| 2013-06-30 | $179k | 4.7k | 38.09 |
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