Bank of New Hampshire’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bank of New Hampshire’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$174K	Hold	5,115	–	–	0.04%	207
2026 Q2	$189K	Hold	5,115	–	–	0.04%	202
2026 Q1	$158K	Hold	5,115	–	–	0.04%	211
2025 Q4	$154K	Hold	5,115	–	–	0.03%	205
2025 Q3	$152K	Hold	5,115	–	–	0.03%	210
2025 Q2	$143K	Hold	5,115	–	–	0.04%	215
2025 Q1	$134K	Hold	5,115	–	–	0.04%	213
2024 Q4	$142K	Hold	5,115	–	–	0.04%	210
2024 Q3	$142K	Hold	5,115	–	–	0.04%	211
2024 Q2	$133K	Hold	5,115	–	–	0.03%	218
2024 Q1	$139K	Hold	5,115	–	–	0.04%	222
2023 Q4	$128K	Hold	5,115	–	–	0.04%	232
2023 Q3	$115K	Hold	5,115	–	–	0.03%	237
2023 Q2	$121K	Hold	5,115	–	–	0.03%	232
2023 Q1	$116K	Hold	5,115	–	–	0.03%	234
2022 Q4	$112K	Hold	5,115	–	–	0.03%	238
2022 Q3	$103K	Hold	5,115	–	–	0.03%	245
2022 Q2	$107K	Hold	5,115	–	–	0.03%	249
2022 Q1	$129K	Buy	+5,115	New	+$128K	0.03%	243

Other funds holding SCHM

FFA

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

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FLFS

Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

PVAMC

PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

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

Bank of New Hampshire held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2026 at 5,115 shares worth $174K. The position accounts for 0.04% of the portfolio, ranked #207.

Bank of New Hampshire first reported a position in SCHM in Q1 2022 and has held it in 19 quarters since. The position peaked at $189K in Q2 2026. 63 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Bank of New Hampshire held 5,115 shares of Schwab US Mid-Cap ETF worth $174K as of Q3 2026.
Bank of New Hampshire left its Schwab US Mid-Cap ETF share count unchanged in Q3 2026.
Schwab US Mid-Cap ETF made up 0.04% of Bank of New Hampshire's portfolio in Q3 2026, its #207 holding.
Bank of New Hampshire first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and has held it in 19 quarters since.
Bank of New Hampshire's Schwab US Mid-Cap ETF position peaked at $189K in Q2 2026.
63 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

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