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

New Hampshire Trust’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	$250K	Buy	7,898 +1,193	+18%	+$37.8K	0.05%	162
2026 Q1	$206K	Buy	+6,705	New	+$203K	0.04%	154
2025 Q2	–	Sell	-8,355	Closed	-$234K	–	179
2025 Q1	$234K	Sell	8,355 -10,688	-56%	-$298K	0.05%	169
2024 Q4	$520K	Buy	+19,043	New	+$541K	0.11%	111
2024 Q1	–	Sell	-14,493	Closed	-$368K	–	177
2023 Q4	$368K	Buy	+14,493	New	+$345K	0.09%	131
2023 Q2	–	Sell	-6,693	Closed	-$163K	–	303
2023 Q1	$163K	Sell	6,693 -198	-3%	-$4.95K	0.04%	177
2022 Q4	$174K	Buy	+6,891	New	+$170K	0.05%	177

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

New Hampshire Trust's SCHD Position: Q2 2026 in Review

New Hampshire Trust increased its Schwab US Dividend Equity ETF (SCHD) stake by 18% in Q2 2026, buying an estimated $37.8K and bringing the position to 7,898 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #162.

New Hampshire Trust first reported a position in SCHD in Q4 2022 and has held it in 7 quarters since. The position peaked at $520K in Q4 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

New Hampshire Trust held 7,898 shares of Schwab US Dividend Equity ETF worth $250K as of Q2 2026.
New Hampshire Trust bought 1,193 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $37.8K.
Schwab US Dividend Equity ETF made up 0.05% of New Hampshire Trust's portfolio in Q2 2026, its #162 holding.
New Hampshire Trust first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 7 quarters since.
New Hampshire Trust's Schwab US Dividend Equity ETF position peaked at $520K in Q4 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on New Hampshire Trust's 13F filing for Q2 2026, filed 27 Jul 2026.