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NBT Bank’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

NBT Bank’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3M Buy
103,001
+20,314
+25% +$609K 0.2% 113
2025
Q4 		$2.97M Sell
82,687
-1,923
-2% -$54.3K 0.19% 116
2025
Q3 		$2.96M Sell
84,610
-22,246
-21% -$595K 0.19% 119
2025
Q2 		$2.7M Sell
106,856
-3,110
-3% -$73.5K 0.19% 118
2025
Q1 		$2.58M Sell
109,966
-22,439
-17% -$572K 0.19% 120
2024
Q4 		$3.42M Sell
132,405
-2,089
-2% -$55.6K 0.24% 102
2024
Q3 		$3.46M Sell
134,494
-7,084
-5% -$176K 0.23% 101
2024
Q2 		$3.36M Sell
141,578
-798
-0.6% -$18.9K 0.24% 99
2024
Q1 		$3.51M Sell
142,376
-5,854
-4% -$137K 0.26% 98
2023
Q4 		$3.5M Buy
148,230
+37,492
+34% +$790K 0.27% 91
2023
Q3 		$2.29M Buy
110,738
+6,742
+6% +$148K 0.22% 98
2023
Q2 		$2.28M Sell
103,996
-7,512
-7% -$157K 0.33% 80
2023
Q1 		$2.34M Sell
111,508
-15,822
-12% -$340K 0.34% 78
2022
Q4 		$2.58M Sell
127,330
-46,688
-27% -$957K 0.38% 74
2022
Q3 		$3.29M Buy
174,018
+2,142
+1% +$44.8K 0.54% 56
2022
Q2 		$3.35M Buy
171,876
+40,272
+31% +$861K 0.51% 58
2022
Q1 		$3.12M Buy
131,604
+71,644
+119% +$1.69M 0.42% 68
2021
Q4 		$1.53M Sell
59,960
-4,660
-7% -$121K 0.2% 112
2021
Q3 		$1.62M Sell
64,620
-1,380
-2% -$35K 0.22% 107
2021
Q2 		$1.72M Sell
66,000
-940
-1% -$24K 0.24% 107
2021
Q1 		$1.67M Sell
66,940
-7,920
-11% -$195K 0.24% 105
2020
Q4 		$1.67M Sell
74,860
-1,800
-2% -$35.8K 0.25% 104
2020
Q3 		$1.31M Buy
76,660
+50,280
+191% +$866K 0.22% 107
2020
Q2 		$431K Buy
26,380
+1,620
+7% +$24.3K 0.08% 154
2020
Q1 		$319K Buy
24,760
+1,360
+6% +$23.1K 0.07% 162
2019
Q4 		$442K Sell
23,400
-1,360
-5% -$24.6K 0.07% 161
2019
Q3 		$432K Buy
+24,760
New +$437K 0.08% 154

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

NBT Bank's SCHA Position: Q1 2026 in Review

NBT Bank increased its Schwab U.S Small- Cap ETF (SCHA) stake by 25% in Q1 2026, buying an estimated $609K and bringing the position to 103,001 shares worth $3M. The position accounts for 0.2% of the portfolio, ranked #113.

NBT Bank first reported a position in SCHA in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.51M in Q1 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • NBT Bank held 103,001 shares of Schwab U.S Small- Cap ETF worth $3M as of Q1 2026.
  • NBT Bank bought 20,314 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $609K.
  • Schwab U.S Small- Cap ETF made up 0.2% of NBT Bank's portfolio in Q1 2026, its #113 holding.
  • NBT Bank first reported a position in Schwab U.S Small- Cap ETF in Q3 2019 and has held it in 27 quarters since.
  • NBT Bank's Schwab U.S Small- Cap ETF position peaked at $3.51M in Q1 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.