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Disclosery

FineMark National Bank & Trust: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FineMark National Bank & Trust on SCHX, newest first. How the timeline and the estimate are built.

FineMark National Bank & Trust held 69,438 SCHX shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 69,438 shares
    Change vs previous 13F -3,300 shares

    0.06% of the 13F portfolio, value $1,868,576.

    13F-HR 0001537720-26-000002 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 72,738 shares
    Change vs previous 13F +876 shares

    0.06% of the 13F portfolio, value $1,915,918.

    13F-HR 0001537720-25-000015 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 71,862 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,756,307.

    13F-HR 0001537720-25-000011 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 71,862 shares
    Change vs previous 13F -12,156 shares

    0.06% of the 13F portfolio, value $1,586,712.

    13F-HR 0001537720-25-000008 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 84,018 shares
    Change vs previous 13F +54,280 shares

    0.07% of the 13F portfolio, value $1,947,537.

    13F-HR 0001537720-25-000002 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 29,738 shares
    Change vs previous 13F +3,678 shares

    0.07% of the 13F portfolio, value $2,017,723.

    13F-HR 0001537720-24-000010 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 26,060 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,674,355.

    13F-HR 0001537720-24-000006 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 26,060 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,617,283.

    13F-HR 0001537720-24-000004 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).