NHT
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New Hampshire Trust’s Schwab US Broad Market ETF SCHB Stock Holding History

New Hampshire Trust’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,798
Closed -$305K – 181
2025
Q2 		$305K Buy
+12,798
New +$282K 0.06% 158

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R
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SCM
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SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

New Hampshire Trust's SCHB Position: Q3 2025 in Review

New Hampshire Trust sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 12,798 shares — an estimated $305K sold.

New Hampshire Trust first reported a position in SCHB in Q2 2025 and held it in 1 quarter. The position peaked at $305K in Q2 2025. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • New Hampshire Trust reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
  • New Hampshire Trust sold 12,798 Schwab US Broad Market ETF shares in Q3 2025, an estimated $305K.
  • New Hampshire Trust first reported a position in Schwab US Broad Market ETF in Q2 2025 and held it in 1 quarter.
  • New Hampshire Trust's Schwab US Broad Market ETF position peaked at $305K in Q2 2025.
  • 1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on New Hampshire Trust's 13F filing for Q3 2025, filed 16 Oct 2025.