Camden National Bank’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Camden National Bank’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.6M	Buy	176,598 +5,017	+3%	+$159K	0.73%	59
2026 Q1	$5.26M	Buy	171,581 +16,663	+11%	+$505K	0.71%	59
2025 Q4	$4.25M	Buy	154,918 +6,261	+4%	+$170K	0.58%	60
2025 Q3	$4.06M	Buy	148,657 +3,646	+3%	+$99.5K	0.57%	59
2025 Q2	$3.84M	Buy	145,011 +6,321	+5%	+$165K	0.55%	62
2025 Q1	$3.88M	Buy	138,690 +8,080	+6%	+$225K	0.58%	61
2024 Q4	$3.57M	Buy	130,610 +12,611	+11%	+$359K	0.53%	62
2024 Q3	$3.32M	Buy	117,999 +16,911	+17%	+$461K	0.48%	60
2024 Q2	$2.62M	Sell	101,088 -258	-0.3%	-$6.72K	0.4%	65
2024 Q1	$2.72M	Buy	101,346 +345	+0.3%	+$8.91K	0.48%	62
2023 Q4	$2.56M	Buy	101,001 +5,589	+6%	+$133K	0.48%	61
2023 Q3	$2.25M	Buy	95,412 +6,588	+7%	+$162K	0.46%	61
2023 Q2	$2.15M	Buy	88,824 +8,529	+11%	+$204K	0.42%	62
2023 Q1	$1.96M	Buy	80,295 +22,245	+38%	+$556K	0.4%	65
2022 Q4	$1.46M	Buy	58,050 +18,462	+47%	+$456K	0.31%	69
2022 Q3	$877K	Buy	39,588 +6,402	+19%	+$156K	0.2%	73
2022 Q2	$792K	Buy	33,186 +8,061	+32%	+$205K	0.16%	74
2022 Q1	$661K	Buy	25,125 +10,134	+68%	+$265K	0.12%	85
2021 Q4	$404K	Buy	+14,991	New	+$389K	0.07%	108

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

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

Camden National Bank's SCHD Position: Q2 2026 in Review

Camden National Bank increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.9% in Q2 2026, buying an estimated $159K and bringing the position to 176,598 shares worth $5.6M. The position accounts for 0.73% of the portfolio, ranked #59.

Camden National Bank first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Camden National Bank held 176,598 shares of Schwab US Dividend Equity ETF worth $5.6M as of Q2 2026.
Camden National Bank bought 5,017 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $159K.
Schwab US Dividend Equity ETF made up 0.73% of Camden National Bank's portfolio in Q2 2026, its #59 holding.
Camden National Bank first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Camden National Bank's 13F filing for Q2 2026, filed 31 Jul 2026.