FineMark National Bank & Trust’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$223K Buy
2016
Q3
Sell
2016
Q2
$157K Buy
2015
Q4
Sell
2015
Q3
$5K Buy
2015
Q2
$2K Buy