New Hampshire Trust’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$596K Hold
2025
Q2
$569K Sell
2025
Q1
$491K Sell
2024
Q4
$477K Sell
2024
Q3
$422K Buy
2024
Q2
$429K Buy
2024
Q1
$420K Hold
2023
Q4
$400K Buy
2023
Q3
$319K Buy
2023
Q2
$299K Buy
2023
Q1
$271K Sell
2022
Q4
$444K Buy