Fine Mark National Bank & Trust Schwab Strategic Tr Us Broad M Transaction History

Fine Mark National Bank & Trust

  • $2.61 Billion
  • Q1 2024

A detailed history of Fine Mark National Bank & Trust transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Fine Mark National Bank & Trust holds 11,057 shares of SCHB stock, worth $700,682. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,057
Previous 10,998 0.54%
Holding current value
$700,682
Previous $612,000 10.29%
% of portfolio
0.03%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$54.61 - $61.05 $3,221 - $3,601
59 Added 0.54%
11,057 $675,000
Q3 2023

Nov 15, 2023
SELL
$49.59 - $53.57 $721,137 - $779,014
-14,542 Reduced 56.94%
10,998 $548,000
Q2 2023

Aug 11, 2023
BUY
$47.08 - $51.7 $416,705 - $457,596
8,851 Added 53.03%
25,540 $1.32 Million
Q1 2023

May 08, 2023
BUY
$44.47 - $49.23 $2,445 - $2,707
55 Added 0.33%
16,689 $798,000
Q4 2022

Feb 09, 2023
BUY
$43.88 - $47.81 $5,485 - $5,976
125 Added 0.76%
16,634 $745,000
Q3 2022

Nov 14, 2022
BUY
N/A
2,740 Added 19.9%
16,509 $693,000
Q2 2022

Aug 09, 2022
BUY
N/A
44 Added 0.32%
13,769 $608,000
Q1 2022

May 16, 2022
BUY
N/A
6,879 Added 100.48%
13,725 $733,000
Q4 2021

Feb 14, 2022
BUY
N/A
21 Added 0.31%
6,846 $774,000
Q3 2021

Nov 12, 2021
BUY
N/A
17 Added 0.25%
6,825 $709,000
Q2 2021

Aug 13, 2021
BUY
N/A
17 Added 0.25%
6,808 $710,000
Q1 2021

May 12, 2021
BUY
N/A
16 Added 0.24%
6,791 $657,000
Q4 2020

Feb 10, 2021
BUY
N/A
423 Added 6.66%
6,775 $616,000
Q3 2020

Nov 12, 2020
BUY
N/A
57 Added 0.91%
6,352 $506,000
Q2 2020

Aug 13, 2020
BUY
N/A
30 Added 0.48%
6,295 $462,000
Q4 2019

Feb 07, 2020
BUY
N/A
59 Added 0.95%
6,265 $482,000
Q3 2019

Nov 08, 2019
BUY
N/A
639 Added 11.48%
6,206 $0
Q2 2019

Aug 08, 2019
BUY
N/A
633 Added 12.83%
5,567 $393,000
Q1 2019

May 07, 2019
BUY
N/A
687 Added 16.18%
4,934 $336,000
Q4 2018

Feb 07, 2019
BUY
N/A
1,156 Added 37.4%
4,247 $255,000
Q3 2018

Nov 02, 2018
BUY
N/A
3,091 New
3,091 $218,000

Others Institutions Holding SCHB

# of Institutions
1,122
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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