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NBT Bank’s Schwab US Broad Market ETF SCHB Stock Holding History

NBT Bank’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.67K Buy
127
+1
+0.8% +$28 ﹤0.01% 804
2026
Q1 		$3.17K Buy
126
+100
+385% +$2.62K ﹤0.01% 766
2025
Q4 		$3.32K Hold
26
– – ﹤0.01% 738
2025
Q3 		$3.25K Sell
26
-100
-79% -$2.48K ﹤0.01% 751
2025
Q2 		$3.01K Hold
126
– – ﹤0.01% 728
2025
Q1 		$2.72K Hold
126
– – ﹤0.01% 740
2024
Q4 		$2.87K Hold
126
– – ﹤0.01% 726
2024
Q3 		$2.83K Hold
126
– – ﹤0.01% 766
2024
Q2 		$2.67K Hold
126
– – ﹤0.01% 532
2024
Q1 		$2.59K Hold
126
– – ﹤0.01% 535
2023
Q4 		$2.37K Buy
+126
New +$2.18K ﹤0.01% 535

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

NBT Bank's SCHB Position: Q2 2026 in Review

NBT Bank increased its Schwab US Broad Market ETF (SCHB) stake by 0.79% in Q2 2026, buying an estimated $28 and bringing the position to 127 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

NBT Bank first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • NBT Bank held 127 shares of Schwab US Broad Market ETF worth $3.67K as of Q2 2026.
  • NBT Bank bought 1 Schwab US Broad Market ETF share in Q2 2026, an estimated $28.
  • Schwab US Broad Market ETF made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #804 holding.
  • NBT Bank first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.