Position in SCHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$329,496
-$20,955 QoQ
Shares Held
3,571
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,688
of 2,303 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026New Hampshire Trust holds $1,133,881 across 2 Capital Markets names. SCHW ranks #2 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,848 | $804,385 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
3,571 | $329,496 |
All Filings in SCHW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,496 | 3,571 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $350,451 | 3,729 | Shares | Defined | 2026-04-20 | |
| 2025-12-31 | $454,790 | 4,552 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $595,732 | 6,240 | Shares | Defined | 2025-10-16 | |
| 2025-06-30 | $569,337 | 6,240 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $491,363 | 6,277 | Shares | Defined | 2025-04-08 | |
| 2024-12-31 | $476,550 | 6,439 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $421,977 | 6,511 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $429,464 | 5,828 | Shares | Defined | 2024-07-15 | |
| 2024-03-31 | $420,440 | 5,812 | Shares | Defined | 2024-04-09 | |
| 2023-12-31 | $399,864 | 5,812 | Shares | Defined | 2024-01-12 | |
| 2023-09-30 | $319,023 | 5,811 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 | $298,816 | 5,272 | Shares | Defined | 2023-07-11 | |
| 2023-03-31 | $271,223 | 5,178 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $444,108 | 5,334 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||