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

Ledyard 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	$26.1M	Buy	821,527 +19,366	+2%	+$614K	2.09%	11
2026 Q1	$24.6M	Buy	802,161 +42,349	+6%	+$1.28M	2.13%	11
2025 Q4	$20.8M	Buy	759,812 +26,667	+4%	+$725K	1.8%	14
2025 Q3	$20M	Buy	733,145 +24,684	+3%	+$673K	1.79%	13
2025 Q2	$18.8M	Buy	708,461 +66,520	+10%	+$1.74M	1.77%	13
2025 Q1	$17.9M	Buy	641,941 +41,996	+7%	+$1.17M	1.78%	11
2024 Q4	$16.4M	Buy	599,945 +91,400	+18%	+$2.6M	1.54%	15
2024 Q3	$14.3M	Buy	508,545 +62,424	+14%	+$1.7M	1.31%	19
2024 Q2	$11.6M	Buy	446,121 +60,375	+16%	+$1.57M	1.12%	27
2024 Q1	$10.4M	Buy	385,746 +31,434	+9%	+$812K	1%	31
2023 Q4	$8.99M	Buy	354,312 +22,740	+7%	+$542K	0.93%	39
2023 Q3	$7.82M	Buy	331,572 +21,804	+7%	+$535K	0.89%	41
2023 Q2	$7.5M	Buy	309,768 +43,212	+16%	+$1.03M	0.82%	43
2023 Q1	$6.5M	Buy	266,556 +82,158	+45%	+$2.05M	0.75%	49
2022 Q4	$4.64M	Buy	184,398 +44,706	+32%	+$1.1M	0.55%	62
2022 Q3	$3.09M	Buy	139,692 +3,705	+3%	+$90K	0.4%	68
2022 Q2	$3.25M	Buy	135,987 +11,658	+9%	+$297K	0.39%	73
2022 Q1	$3.27M	Buy	124,329 +18,720	+18%	+$490K	0.33%	77
2021 Q4	$2.85M	Buy	105,609 +19,218	+22%	+$499K	0.27%	81
2021 Q3	$2.14M	Buy	86,391 +19,302	+29%	+$491K	0.22%	89
2021 Q2	$1.69M	Buy	67,089 +38,817	+137%	+$980K	0.17%	100
2021 Q1	$687K	Buy	+28,272	New	+$643K	0.07%	138
2018 Q4	–	Sell	-71,400	Closed	-$1.26M	–	756
2018 Q3	$1.26M	Hold	71,400	–	–	0.14%	137
2018 Q2	$1.17M	Hold	71,400	–	–	0.14%	141
2018 Q1	$1.17M	Hold	71,400	–	–	0.14%	139
2017 Q4	$1.22M	Hold	71,400	–	–	0.15%	132
2017 Q3	$1.11M	Hold	71,400	–	–	0.15%	127
2017 Q2	$1.07M	Hold	71,400	–	–	0.15%	119
2017 Q1	$1.06M	Hold	71,400	–	–	0.16%	118
2016 Q4	$1.04M	Buy	71,400 +23,400	+49%	+$332K	0.18%	105
2016 Q3	$677K	Buy	48,000 +27,000	+129%	+$381K	0.12%	117
2016 Q2	$290K	Buy	21,000 +9,000	+75%	+$121K	0.05%	165
2016 Q1	$160K	Buy	+12,000	New	+$152K	0.03%	204

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

Ledyard National Bank increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.4% in Q2 2026, buying an estimated $614K and bringing the position to 821,527 shares worth $26.1M. The position accounts for 2.09% of the portfolio, ranked #11.

Ledyard National Bank first reported a position in SCHD in Q1 2016 and has held it in 33 quarters since. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Ledyard National Bank held 821,527 shares of Schwab US Dividend Equity ETF worth $26.1M as of Q2 2026.
Ledyard National Bank bought 19,366 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $614K.
Schwab US Dividend Equity ETF made up 2.09% of Ledyard National Bank's portfolio in Q2 2026, its #11 holding.
Ledyard National Bank first reported a position in Schwab US Dividend Equity ETF in Q1 2016 and has held it in 33 quarters since.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.