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FineMark National Bank & Trust’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

FineMark National Bank & Trust’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-664
Closed -$17K – 887
2016
Q4 		$17K Buy
+664
New +$17.4K ﹤0.01% 851

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FineMark National Bank & Trust's SCHZ Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2017, closing a stake of 664 shares — an estimated $17K sold.

FineMark National Bank & Trust first reported a position in SCHZ in Q4 2016 and held it in 1 quarter. The position peaked at $17K in Q4 2016. 229 funds tracked by Wall St. Rank hold SCHZ as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 664 Schwab US Aggregate Bond ETF shares in Q1 2017, an estimated $17K.
  • FineMark National Bank & Trust first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and held it in 1 quarter.
  • FineMark National Bank & Trust's Schwab US Aggregate Bond ETF position peaked at $17K in Q4 2016.
  • 229 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.