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

FineMark National Bank & Trust’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$228K	Hold	6,993	–	–	0.01%	414
2025 Q3	$223K	Buy	+6,993	New	+$213K	0.01%	418
2016 Q3	–	Sell	-24,000	Closed	-$157K	–	1403
2016 Q2	$157K	Buy	+24,000	New	+$158K	0.02%	345
2015 Q4	–	Sell	-848	Closed	-$5K	–	1455
2015 Q3	$5K	Buy	848 +488	+136%	+$3.25K	﹤0.01%	1096
2015 Q2	$2K	Buy	+360	New	+$2.46K	﹤0.01%	1273

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

FineMark National Bank & Trust's SCHG Position: Q4 2025 in Review

FineMark National Bank & Trust held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q4 2025 at 6,993 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #414.

FineMark National Bank & Trust first reported a position in SCHG in Q2 2015 and has held it in 5 quarters since. 1,635 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

FineMark National Bank & Trust held 6,993 shares of Schwab US Large-Cap Growth ETF worth $228K as of Q4 2025.
FineMark National Bank & Trust left its Schwab US Large-Cap Growth ETF share count unchanged in Q4 2025.
Schwab US Large-Cap Growth ETF made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #414 holding.
FineMark National Bank & Trust first reported a position in Schwab US Large-Cap Growth ETF in Q2 2015 and has held it in 5 quarters since.
1,635 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.