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New Hampshire Trust’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

New Hampshire Trust’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.86M Buy
291,375
+9,064
+3% +$300K 1.86% 13
2026
Q1 		$8.22M Buy
282,311
+52,446
+23% +$1.63M 1.66% 14
2025
Q4 		$7.5M Buy
229,865
+109,829
+91% +$3.57M 1.46% 15
2025
Q3 		$3.83M Buy
120,036
+40,048
+50% +$1.22M 0.74% 38
2025
Q2 		$2.34M Buy
79,988
+19,669
+33% +$520K 0.49% 57
2025
Q1 		$1.51M Sell
60,319
-7,788
-11% -$213K 0.35% 66
2024
Q4 		$1.9M Buy
68,107
+11,479
+20% +$314K 0.4% 60
2024
Q3 		$1.47M Buy
56,628
+8,908
+19% +$224K 0.32% 71
2024
Q2 		$1.2M Buy
47,720
+4,724
+11% +$111K 0.27% 75
2024
Q1 		$997K Sell
42,996
-1,452
-3% -$32.1K 0.23% 80
2023
Q4 		$922K Buy
44,448
+9,328
+27% +$180K 0.22% 82
2023
Q3 		$638K Buy
35,120
+5,424
+18% +$102K 0.17% 93
2023
Q2 		$556K Sell
29,696
-644
-2% -$11K 0.14% 98
2023
Q1 		$494K Sell
30,340
-3,660
-11% -$55.5K 0.13% 104
2022
Q4 		$472K Buy
+34,000
New +$489K 0.13% 111

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

New Hampshire Trust increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.2% in Q2 2026, buying an estimated $300K and bringing the position to 291,375 shares worth $9.86M. The position accounts for 1.86% of the portfolio, ranked #13.

New Hampshire Trust first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • New Hampshire Trust held 291,375 shares of Schwab US Large-Cap Growth ETF worth $9.86M as of Q2 2026.
  • New Hampshire Trust bought 9,064 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $300K.
  • Schwab US Large-Cap Growth ETF made up 1.86% of New Hampshire Trust's portfolio in Q2 2026, its #13 holding.
  • New Hampshire Trust first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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