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New Hampshire Trust’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

New Hampshire Trust’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$687K Sell
27,856
-11,861
-30% -$293K 0.13% 102
2026
Q1 		$989K Buy
39,717
+4,702
+13% +$118K 0.2% 79
2025
Q4 		$878K Buy
35,015
+13,182
+60% +$332K 0.17% 84
2025
Q3 		$549K Buy
21,833
+6,370
+41% +$159K 0.11% 112
2025
Q2 		$387K Buy
15,463
+174
+1% +$4.31K 0.08% 132
2025
Q1 		$380K Sell
15,289
-888
-5% -$21.7K 0.09% 128
2024
Q4 		$393K Buy
16,177
+7,203
+80% +$177K 0.08% 128
2024
Q3 		$227K Buy
8,974
+454
+5% +$11.3K 0.05% 169
2024
Q2 		$208K Buy
+8,520
New +$206K 0.05% 170
2024
Q1 		– Sell
-9,354
Closed -$233K – 178
2023
Q4 		$233K Sell
9,354
-1,090
-10% -$26.3K 0.06% 160
2023
Q3 		$250K Buy
+10,444
New +$254K 0.07% 146

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

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

New Hampshire Trust reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 30% in Q2 2026, selling an estimated $293K and leaving 27,856 shares worth $687K. The position accounts for 0.13% of the portfolio, ranked #102.

New Hampshire Trust first reported a position in SCHR in Q3 2023 and has held it in 11 quarters since. The position peaked at $989K in Q1 2026. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • New Hampshire Trust held 27,856 shares of Schwab Intermediately-Term US Treasury ETF worth $687K as of Q2 2026.
  • New Hampshire Trust sold 11,861 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $293K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.13% of New Hampshire Trust's portfolio in Q2 2026, its #102 holding.
  • New Hampshire Trust first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2023 and has held it in 11 quarters since.
  • New Hampshire Trust's Schwab Intermediately-Term US Treasury ETF position peaked at $989K in Q1 2026.
  • 507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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