NHT
SCHR

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
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 $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return