FineMark National Bank & Trust’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $442K | Sell |
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|
2025
Q2 | $680K | Hold |
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|
2025
Q1 | $717K | Sell |
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|
2024
Q4 | $711K | Sell |
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|
2024
Q3 | $745K | Buy |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $437K | Buy |
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|
2023
Q4 | $370K | Buy |
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|
2023
Q3 | $316K | Sell |
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|
2023
Q2 | $363K | Buy |
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|
2023
Q1 | $327K | Buy |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Sell |
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|
2022
Q1 | $237K | Sell |
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|
2021
Q4 | $245K | Hold |
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|
2021
Q3 | $225K | Hold |
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|
2021
Q2 | $229K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $80K | Buy |
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|
2015
Q4 | $58K | Hold |
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|
2015
Q3 | $54K | Buy |
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