Bangor Savings Bank SCHI SCHWAB 5-10 YEAR CORPORATE B

Ownership history in Bangor Savings Bank  ·  27 quarters on record

AI Ownership Summary

Bangor Savings Bank reported SCHWAB 5-10 YEAR CORPORATE B (SCHI) in 27 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows SCHI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bangor Savings Bank's position in SCHWAB 5-10 YEAR CORPORATE B, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SCHI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bangor Savings Bank held SCHI — position size vs. price
% of Fund (quarterly)    SCHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 870 0% 0.00% $20K 2026-07-06 $22.58
2026 Q1 REDUCED 13.9% +1.1% 870 -140 -13.9% 0.00% $20K 2026-04-01 $22.41
2025 Q4 REDUCED 39.6% -0.4% 1,010 -661 -39.6% 0.00% $23K 2026-01-16 $22.49
2025 Q3 UNCHANGED 1,671 0% 0.00% $39K 2025-10-27 $22.51
2025 Q2 UNCHANGED 1,671 0% 0.00% $38K 2025-07-07 $21.55
2025 Q1 REDUCED 1,671 -9 -0.5% 0.00% $38K 2025-04-14 $20.74
2024 Q4 ADDED 1,680 +840 +100.0% 0.00% $37K 2025-01-07 $20.43
2024 Q3 REDUCED 16.4% -2.5% 840 -165 -16.4% 0.00% $39K 2024-10-07 $20.90
2024 Q2 REDUCED 18.6% +6.0% 1,005 -229 -18.6% 0.00% $44K 2024-07-15 $20.26
2024 Q1 UNCHANGED 1,234 0% 0.01% $55K 2024-04-11 $19.48
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Bangor Savings Bank and SCHI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bangor Savings Bank reported owning SCHI?

Bangor Savings Bank reported SCHI across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SCHI position in Bangor Savings Bank's portfolio?

The largest reported portfolio weight for SCHI was 0.01% in 2024 Q1.

What is the latest reported SCHI position on this page?

The most recent filing on this page is 2026 Q2, when Bangor Savings Bank reported 870 shares, equal to 0.00% of portfolio, with an estimated market value of $20K.

What does the chart on this SCHI ownership page compare?

The chart compares Bangor Savings Bank's quarterly SCHI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bangor Savings Bank time their SCHI position?

Based on 13F filing dates vs. subsequent SCHI price moves, Bangor Savings Bank correctly timed 15 out of 23 reported position changes (65%). The annualised alpha on SCHI relative to SPY over the holding period was +38.2%.

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