Bangor Savings Bank’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$62.3K	Hold	1,840	–	–	﹤0.01%	286
2026 Q1	$53.6K	Sell	1,840 -200	-10%	-$6.22K	﹤0.01%	290
2025 Q4	$66.5K	Hold	2,040	–	–	0.01%	278
2025 Q3	$65.1K	Hold	2,040	–	–	0.01%	283
2025 Q2	$59.6K	Hold	2,040	–	–	0.01%	289
2025 Q1	$51.1K	Hold	2,040	–	–	﹤0.01%	300
2024 Q4	$56.9K	Sell	2,040 -600	-23%	-$16.4K	0.01%	290
2024 Q3	$68.8K	Hold	2,640	–	–	0.01%	277
2024 Q2	$66.6K	Hold	2,640	–	–	0.01%	272
2024 Q1	$61.2K	Hold	2,640	–	–	0.01%	275
2023 Q4	$54.8K	Hold	2,640	–	–	0.01%	289
2023 Q3	$48K	Sell	2,640 -440	-14%	-$8.28K	0.01%	292
2023 Q2	$57.7K	Hold	3,080	–	–	0.01%	287
2023 Q1	$50.2K	Hold	3,080	–	–	0.01%	295
2022 Q4	$43K	Sell	3,080 -152	-5%	-$2.19K	0.01%	313
2022 Q3	$45K	Hold	3,232	–	–	0.01%	305
2022 Q2	$47K	Buy	+3,232	New	+$51.7K	0.01%	307

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

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

Bangor Savings Bank held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 1,840 shares worth $62.3K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Bangor Savings Bank first reported a position in SCHG in Q2 2022 and has held it in 17 quarters since. The position peaked at $68.8K in Q3 2024. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Bangor Savings Bank held 1,840 shares of Schwab US Large-Cap Growth ETF worth $62.3K as of Q2 2026.
Bangor Savings Bank left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Bangor Savings Bank's portfolio in Q2 2026, its #286 holding.
Bangor Savings Bank first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
Bangor Savings Bank's Schwab US Large-Cap Growth ETF position peaked at $68.8K in Q3 2024.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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