FineMark National Bank & Trust’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.15M | Buy |
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|
2025
Q2 | $822K | Sell |
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|
2025
Q1 | $804K | Sell |
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|
2024
Q4 | $854K | Sell |
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|
2024
Q3 | $857K | Buy |
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|
2024
Q2 | $479K | Sell |
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|
2024
Q1 | $586K | Sell |
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|
2023
Q4 | $644K | Sell |
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|
2023
Q3 | $581K | Sell |
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|
2023
Q2 | $708K | Buy |
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|
2023
Q1 | $659K | Sell |
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|
2022
Q4 | $682K | Hold |
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|
2022
Q3 | $629K | Hold |
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|
2022
Q2 | $652K | Sell |
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|
2022
Q1 | $800K | Hold |
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|
2021
Q4 | $848K | Sell |
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|
2021
Q3 | $824K | Sell |
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|
2021
Q2 | $877K | Sell |
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|
2021
Q1 | $858K | Sell |
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|
2020
Q4 | $798K | Buy |
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|
2020
Q3 | $345K | Hold |
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|
2020
Q2 | $327K | Sell |
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|
2020
Q1 | $265K | Buy |
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|
2019
Q4 | $362K | Sell |
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|
2019
Q3 | $348K | Sell |
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|
2019
Q2 | $388K | Sell |
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|
2019
Q1 | $434K | Sell |
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|
2018
Q4 | $399K | Sell |
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|
2018
Q3 | $522K | Buy |
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|
2018
Q2 | $489K | Sell |
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|
2018
Q1 | $484K | Sell |
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|
2017
Q4 | $488K | Sell |
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|
2017
Q3 | $462K | Sell |
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|
2017
Q2 | $454K | Buy |
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|
2017
Q1 | $356K | Buy |
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|
2016
Q4 | $319K | Buy |
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|
2016
Q3 | $286K | Buy |
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|
2016
Q2 | $172K | Buy |
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|
2016
Q1 | $51K | Sell |
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|
2015
Q4 | $125K | Buy |
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|
2015
Q3 | $7K | Buy |
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|
2015
Q2 | $7K | Buy |
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