NBT Bank’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.96M | Sell |
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|
2025
Q2 | $2.7M | Sell |
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|
2025
Q1 | $2.58M | Sell |
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|
2024
Q4 | $3.42M | Sell |
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|
2024
Q3 | $3.46M | Sell |
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|
2024
Q2 | $3.36M | Sell |
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|
2024
Q1 | $3.51M | Sell |
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|
2023
Q4 | $3.5M | Buy |
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|
2023
Q3 | $2.29M | Buy |
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|
2023
Q2 | $2.28M | Sell |
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|
2023
Q1 | $2.34M | Sell |
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|
2022
Q4 | $2.58M | Sell |
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|
2022
Q3 | $3.29M | Buy |
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|
2022
Q2 | $3.35M | Buy |
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|
2022
Q1 | $3.12M | Buy |
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|
2021
Q4 | $1.53M | Sell |
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|
2021
Q3 | $1.62M | Sell |
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|
2021
Q2 | $1.72M | Sell |
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|
2021
Q1 | $1.67M | Sell |
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|
2020
Q4 | $1.67M | Sell |
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|
2020
Q3 | $1.31M | Buy |
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|
2020
Q2 | $431K | Buy |
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|
2020
Q1 | $319K | Buy |
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|
2019
Q4 | $442K | Sell |
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|
2019
Q3 | $432K | Buy |
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