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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

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