Bangor Savings Bank’s Schwab US Broad Market ETF SCHB Stock Holding History

Bangor Savings Bank’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$141K	Sell	4,868 -105	-2%	-$2.94K	0.01%	223
2026 Q1	$125K	Buy	4,973 +13	+0.3%	+$341	0.01%	225
2025 Q4	$130K	Sell	4,960 -5	-0.1%	-$130	0.01%	223
2025 Q3	$128K	Sell	4,965 -51	-1%	-$1.26K	0.01%	230
2025 Q2	$120K	Sell	5,016 -1	-0%	-$22	0.01%	236
2025 Q1	$108K	Hold	5,017	–	–	0.01%	241
2024 Q4	$114K	Buy	5,017 +19	+0.4%	+$434	0.01%	236
2024 Q3	$111K	Sell	4,998 -6	-0.1%	-$128	0.01%	239
2024 Q2	$105K	Buy	5,004 +4,494	+881%	+$91K	0.01%	238
2024 Q1	$10.4K	Hold	510	–	–	﹤0.01%	406
2023 Q4	$9.46K	Hold	510	–	–	﹤0.01%	417
2023 Q3	$8.47K	Hold	510	–	–	﹤0.01%	435
2023 Q2	$8.79K	Hold	510	–	–	﹤0.01%	440
2023 Q1	$8.14K	Hold	510	–	–	﹤0.01%	432
2022 Q4	$8K	Buy	+510	New	+$7.67K	﹤0.01%	439
2022 Q3	–	Hold	0	–	–	–	544
2022 Q2	–	Hold	0	–	–	–	521

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Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return

Stonekeep Investments Sante Fe, New Mexico $172M AUM 16.76% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return