Bank of New Hampshire’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bank of New Hampshire’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 Q3	$1.14M	Buy	35,153 +4,348	+14%	+$147K	0.25%	90
2026 Q2	$977K	Buy	30,805 +700	+2%	+$22.2K	0.2%	104
2026 Q1	$924K	Buy	30,105 +270	+0.9%	+$8.19K	0.21%	104
2025 Q4	$818K	Sell	29,835 -395	-1%	-$10.7K	0.18%	107
2025 Q3	$825K	Sell	30,230 -1,050	-3%	-$28.6K	0.19%	102
2025 Q2	$829K	Buy	31,280 +690	+2%	+$18K	0.21%	103
2025 Q1	$855K	Buy	30,590 +3,310	+12%	+$92.3K	0.22%	96
2024 Q4	$745K	Buy	27,280 +100	+0.4%	+$2.84K	0.19%	106
2024 Q3	$766K	Sell	27,180 -13,800	-34%	-$376K	0.19%	106
2024 Q2	$1.06M	Hold	40,980	–	–	0.28%	90
2024 Q1	$1.1M	Buy	40,980 +4,455	+12%	+$115K	0.29%	87
2023 Q4	$927K	Buy	36,525 +5,700	+18%	+$136K	0.26%	93
2023 Q3	$727K	Buy	30,825 +2,910	+10%	+$71.4K	0.22%	105
2023 Q2	$676K	Buy	27,915 +2,475	+10%	+$59.1K	0.19%	114
2023 Q1	$620K	Hold	25,440	–	–	0.19%	116
2022 Q4	$641K	Buy	25,440 +7,800	+44%	+$193K	0.19%	115
2022 Q3	$391K	Sell	17,640 -600	-3%	-$14.6K	0.12%	147
2022 Q2	$436K	Buy	18,240 +900	+5%	+$22.9K	0.13%	149
2022 Q1	$456K	Hold	17,340	–	–	0.11%	152
2021 Q4	$467K	Buy	17,340 +210	+1%	+$5.46K	0.11%	149
2021 Q3	$432K	Hold	17,130	–	–	0.12%	149
2021 Q2	$432K	Buy	+17,130	New	+$433K	0.12%	149

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Bank of New Hampshire's SCHD Position: Q3 2026 in Review

Bank of New Hampshire increased its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q3 2026, buying an estimated $147K and bringing the position to 35,153 shares worth $1.14M. The position accounts for 0.25% of the portfolio, ranked #90.

Bank of New Hampshire first reported a position in SCHD in Q2 2021 and has held it in 22 quarters since. 95 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Bank of New Hampshire held 35,153 shares of Schwab US Dividend Equity ETF worth $1.14M as of Q3 2026.
Bank of New Hampshire bought 4,348 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $147K.
Schwab US Dividend Equity ETF made up 0.25% of Bank of New Hampshire's portfolio in Q3 2026, its #90 holding.
Bank of New Hampshire first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 22 quarters since.
95 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Bank of New Hampshire's 13F filing for Q3 2026, filed 6 Oct 2026.