NHT
SCHV

New Hampshire Trust’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

New Hampshire Trust’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.95M Buy
199,696
+2,463
+1% +$81.1K 1.31% 21
2026
Q1 		$6.02M Buy
197,233
+33,460
+20% +$1.04M 1.21% 23
2025
Q4 		$4.85M Buy
163,773
+82,254
+101% +$2.4M 0.94% 26
2025
Q3 		$2.37M Buy
81,519
+28,659
+54% +$814K 0.46% 57
2025
Q2 		$1.46M Buy
52,860
+623
+1% +$16.4K 0.31% 70
2025
Q1 		$1.39M Sell
52,237
-6,662
-11% -$179K 0.32% 68
2024
Q4 		$1.54M Buy
58,899
+26,115
+80% +$705K 0.32% 71
2024
Q3 		$878K Buy
32,784
+8,556
+35% +$220K 0.19% 87
2024
Q2 		$598K Buy
24,228
+4,905
+25% +$121K 0.14% 99
2024
Q1 		$489K Sell
19,323
-2,676
-12% -$64.2K 0.11% 115
2023
Q4 		$514K Buy
21,999
+2,739
+14% +$59.9K 0.12% 110
2023
Q3 		$414K Buy
19,260
+2,733
+17% +$61.4K 0.11% 114
2023
Q2 		$370K Sell
16,527
-771
-4% -$16.8K 0.1% 122
2023
Q1 		$378K Sell
17,298
-1,212
-7% -$26.9K 0.1% 121
2022
Q4 		$407K Buy
+18,510
New +$401K 0.11% 119

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

New Hampshire Trust increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.2% in Q2 2026, buying an estimated $81.1K and bringing the position to 199,696 shares worth $6.95M. The position accounts for 1.31% of the portfolio, ranked #21.

New Hampshire Trust first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. 990 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • New Hampshire Trust held 199,696 shares of Schwab US Large-Cap Value ETF worth $6.95M as of Q2 2026.
  • New Hampshire Trust bought 2,463 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $81.1K.
  • Schwab US Large-Cap Value ETF made up 1.31% of New Hampshire Trust's portfolio in Q2 2026, its #21 holding.
  • New Hampshire Trust first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 990 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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