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

FineMark National Bank & Trust’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.87M Sell
69,438
-3,300
-5% -$88.1K 0.06% 182
2025
Q3 		$1.92M Buy
72,738
+876
+1% +$22.2K 0.06% 172
2025
Q2 		$1.76M Hold
71,862
– – 0.06% 168
2025
Q1 		$1.59M Sell
71,862
-12,156
-14% -$283K 0.06% 169
2024
Q4 		$1.95M Sell
84,018
-5,196
-6% -$121K 0.07% 153
2024
Q3 		$2.02M Buy
89,214
+11,034
+14% +$240K 0.07% 147
2024
Q2 		$1.67M Hold
78,180
– – 0.06% 153
2024
Q1 		$1.62M Sell
78,180
-3,285
-4% -$64.7K 0.06% 165
2023
Q4 		$1.53M Sell
81,465
-4,911
-6% -$86.2K 0.06% 168
2023
Q3 		$1.46M Sell
86,376
-2,850
-3% -$50K 0.06% 162
2023
Q2 		$1.56M Buy
89,226
+5,295
+6% +$87.4K 0.06% 163
2023
Q1 		$1.35M Hold
83,931
– – 0.06% 166
2022
Q4 		$1.26M Sell
83,931
-852
-1% -$12.9K 0.06% 170
2022
Q3 		$1.2M Buy
84,783
+9
+0% +$141 0.06% 171
2022
Q2 		$1.26M Buy
84,774
+7,374
+10% +$119K 0.06% 184
2022
Q1 		$1.39M Sell
77,400
-2,124
-3% -$37.6K 0.05% 187
2021
Q4 		$1.51M Sell
79,524
-1,410
-2% -$26K 0.06% 179
2021
Q3 		$1.4M Sell
80,934
-1,026
-1% -$18.3K 0.06% 178
2021
Q2 		$1.42M Hold
81,960
– – 0.06% 180
2021
Q1 		$1.31M Sell
81,960
-600
-0.7% -$9.4K 0.06% 182
2020
Q4 		$1.25M Buy
82,560
+8,682
+12% +$124K 0.06% 172
2020
Q3 		$993K Buy
73,878
+14,796
+25% +$197K 0.05% 185
2020
Q2 		$730K Sell
59,082
-7,350
-11% -$85.7K 0.04% 202
2020
Q1 		$678K Buy
66,432
+1,260
+2% +$15.3K 0.04% 194
2019
Q4 		$834K Sell
65,172
-1,140
-2% -$14K 0.04% 198
2019
Q3 		$784K Sell
66,312
-12,072
-15% -$142K 0.04% 197
2019
Q2 		$917K Buy
78,384
+162
+0.2% +$1.86K 0.05% 181
2019
Q1 		$881K Hold
78,222
– – 0.05% 175
2018
Q4 		$778K Sell
78,222
-7,170
-8% -$77K 0.05% 184
2018
Q3 		$990K Sell
85,392
-8,292
-9% -$94.3K 0.06% 162
2018
Q2 		$1.01M Hold
93,684
– – 0.06% 169
2018
Q1 		$985K Sell
93,684
-6,252
-6% -$68K 0.06% 166
2017
Q4 		$1.06M Sell
99,936
-3,540
-3% -$36.7K 0.07% 155
2017
Q3 		$1.03M Sell
103,476
-11,550
-10% -$113K 0.07% 158
2017
Q2 		$1.11M Sell
115,026
-1,914
-2% -$18.3K 0.08% 149
2017
Q1 		$1.1M Sell
116,940
-14,988
-11% -$139K 0.08% 149
2016
Q4 		$1.17M Buy
131,928
+18,786
+17% +$163K 0.09% 143
2016
Q3 		$973K Buy
113,142
+11,130
+11% +$95.5K 0.1% 152
2016
Q2 		$846K Buy
102,012
+29,952
+42% +$246K 0.09% 162
2016
Q1 		$587K Sell
72,060
-5,706
-7% -$44K 0.07% 186
2015
Q4 		$630K Buy
77,766
+52,410
+207% +$427K 0.08% 179
2015
Q3 		$193K Buy
25,356
+5,550
+28% +$44.9K 0.03% 339
2015
Q2 		$163K Buy
19,806
+4,416
+29% +$37.1K 0.02% 374
2015
Q1 		$127K Hold
15,390
– – 0.02% 426
2014
Q4 		$126K Buy
15,390
+13,200
+603% +$106K 0.02% 443
2014
Q3 		$17K Hold
2,190
– – ﹤0.01% 919
2014
Q2 		$17K Hold
2,190
– – ﹤0.01% 939
2014
Q1 		$16K Hold
2,190
– – ﹤0.01% 944
2013
Q4 		$16K Sell
2,190
-26,010
-92% -$183K ﹤0.01% 904
2013
Q3 		$189K Hold
28,200
– – 0.05% 307
2013
Q2 		$179K Buy
+28,200
New +$180K 0.05% 292

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

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

FineMark National Bank & Trust reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.5% in Q4 2025, selling an estimated $88.1K and leaving 69,438 shares worth $1.87M. The position accounts for 0.06% of the portfolio, ranked #182.

FineMark National Bank & Trust first reported a position in SCHX in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.02M in Q3 2024. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • FineMark National Bank & Trust held 69,438 shares of Schwab US Large- Cap ETF worth $1.87M as of Q4 2025.
  • FineMark National Bank & Trust sold 3,300 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $88.1K.
  • Schwab US Large- Cap ETF made up 0.06% of FineMark National Bank & Trust's portfolio in Q4 2025, its #182 holding.
  • FineMark National Bank & Trust first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 51 quarters since.
  • FineMark National Bank & Trust's Schwab US Large- Cap ETF position peaked at $2.02M in Q3 2024.
  • 1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

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