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Cape Ann Savings Bank’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cape Ann Savings 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 		$251K Hold
7,910
– – 0.12% 104
2026
Q1 		$243K Buy
+7,910
New +$240K 0.12% 106

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Cape Ann Savings Bank's SCHD Position: Q2 2026 in Review

Cape Ann Savings Bank held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 7,910 shares worth $251K. The position accounts for 0.12% of the portfolio, ranked #104.

Cape Ann Savings Bank first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 1,423 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Cape Ann Savings Bank held 7,910 shares of Schwab US Dividend Equity ETF worth $251K as of Q2 2026.
  • Cape Ann Savings Bank left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.12% of Cape Ann Savings Bank's portfolio in Q2 2026, its #104 holding.
  • Cape Ann Savings Bank first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.