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

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Bangor Savings Bank's SCHB Position: Q2 2026 in Review

Bangor Savings Bank reduced its Schwab US Broad Market ETF (SCHB) stake by 2.1% in Q2 2026, selling an estimated $2.94K and leaving 4,868 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #223.

Bangor Savings Bank first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Bangor Savings Bank held 4,868 shares of Schwab US Broad Market ETF worth $141K as of Q2 2026.
Bangor Savings Bank sold 105 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.94K.
Schwab US Broad Market ETF made up 0.01% of Bangor Savings Bank's portfolio in Q2 2026, its #223 holding.
Bangor Savings Bank first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Bangor Savings Bank's 13F filing for Q2 2026, filed 6 Jul 2026.