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FineMark National Bank & Trust’s Schwab US Mid-Cap ETF SCHM Stock Holding History

FineMark National Bank & Trust’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$863K Sell
28,702
-9,932
-26% -$296K 0.03% 246
2025
Q3 		$1.15M Buy
38,634
+9,317
+32% +$271K 0.04% 219
2025
Q2 		$822K Sell
29,317
-1,377
-4% -$36.3K 0.03% 246
2025
Q1 		$804K Sell
30,694
-117
-0.4% -$3.26K 0.03% 236
2024
Q4 		$854K Sell
30,811
-128
-0.4% -$3.65K 0.03% 225
2024
Q3 		$857K Buy
30,939
+12,471
+68% +$332K 0.03% 231
2024
Q2 		$479K Sell
18,468
-3,120
-14% -$81.6K 0.02% 283
2024
Q1 		$586K Sell
21,588
-4,080
-16% -$104K 0.02% 261
2023
Q4 		$644K Sell
25,668
-75
-0.3% -$1.72K 0.03% 245
2023
Q3 		$581K Sell
25,743
-4,158
-14% -$98.5K 0.03% 250
2023
Q2 		$708K Buy
29,901
+768
+3% +$17.3K 0.03% 240
2023
Q1 		$659K Sell
29,133
-2,055
-7% -$47.3K 0.03% 240
2022
Q4 		$682K Hold
31,188
– – 0.03% 225
2022
Q3 		$629K Hold
31,188
– – 0.03% 231
2022
Q2 		$652K Sell
31,188
-450
-1% -$10.4K 0.03% 244
2022
Q1 		$800K Hold
31,638
– – 0.03% 235
2021
Q4 		$848K Sell
31,638
-600
-2% -$16K 0.03% 235
2021
Q3 		$824K Sell
32,238
-1,365
-4% -$35.7K 0.03% 224
2021
Q2 		$877K Sell
33,603
-990
-3% -$25.6K 0.04% 227
2021
Q1 		$858K Sell
34,593
-528
-2% -$12.8K 0.04% 224
2020
Q4 		$798K Buy
35,121
+16,476
+88% +$344K 0.04% 220
2020
Q3 		$345K Hold
18,645
– – 0.02% 289
2020
Q2 		$327K Sell
18,645
-180
-1% -$2.93K 0.02% 282
2020
Q1 		$265K Buy
18,825
+750
+4% +$13.7K 0.02% 288
2019
Q4 		$362K Sell
18,075
-375
-2% -$7.26K 0.02% 285
2019
Q3 		$348K Sell
18,450
-1,956
-10% -$37K 0.02% 281
2019
Q2 		$388K Sell
20,406
-3,114
-13% -$58.3K 0.02% 269
2019
Q1 		$434K Sell
23,520
-1,464
-6% -$26.2K 0.03% 248
2018
Q4 		$399K Sell
24,984
-2,100
-8% -$36.7K 0.03% 255
2018
Q3 		$522K Buy
27,084
+360
+1% +$6.86K 0.03% 216
2018
Q2 		$489K Sell
26,724
-720
-3% -$13K 0.03% 252
2018
Q1 		$484K Sell
27,444
-54
-0.2% -$970 0.03% 247
2017
Q4 		$488K Sell
27,498
-132
-0.5% -$2.28K 0.03% 234
2017
Q3 		$462K Sell
27,630
-678
-2% -$11K 0.03% 242
2017
Q2 		$454K Buy
28,308
+5,769
+26% +$91.7K 0.03% 232
2017
Q1 		$356K Buy
22,539
+1,353
+6% +$21.1K 0.03% 271
2016
Q4 		$319K Buy
21,186
+1,440
+7% +$21.1K 0.03% 271
2016
Q3 		$286K Buy
19,746
+7,440
+60% +$108K 0.03% 278
2016
Q2 		$172K Buy
12,306
+8,508
+224% +$117K 0.02% 329
2016
Q1 		$51K Sell
3,798
-5,541
-59% -$69.9K 0.01% 565
2015
Q4 		$125K Buy
9,339
+8,799
+1,629% +$119K 0.01% 407
2015
Q3 		$7K Buy
540
+75
+16% +$1.04K ﹤0.01% 1042
2015
Q2 		$7K Buy
+465
New +$6.73K ﹤0.01% 1070

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

FineMark National Bank & Trust reduced its Schwab US Mid-Cap ETF (SCHM) stake by 26% in Q4 2025, selling an estimated $296K and leaving 28,702 shares worth $863K. The position accounts for 0.03% of the portfolio, ranked #246.

FineMark National Bank & Trust first reported a position in SCHM in Q2 2015 and has held it in 43 quarters since. The position peaked at $1.15M in Q3 2025. 995 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • FineMark National Bank & Trust held 28,702 shares of Schwab US Mid-Cap ETF worth $863K as of Q4 2025.
  • FineMark National Bank & Trust sold 9,932 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $296K.
  • Schwab US Mid-Cap ETF made up 0.03% of FineMark National Bank & Trust's portfolio in Q4 2025, its #246 holding.
  • FineMark National Bank & Trust first reported a position in Schwab US Mid-Cap ETF in Q2 2015 and has held it in 43 quarters since.
  • FineMark National Bank & Trust's Schwab US Mid-Cap ETF position peaked at $1.15M in Q3 2025.
  • 995 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

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