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NBT Bank’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

NBT Bank’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$57.2K Hold
1,735
– – ﹤0.01% 496
2025
Q4 		$56.8K Buy
1,735
+1,362
+365% +$45.4K ﹤0.01% 486
2025
Q3 		$11.4K Buy
373
+31
+9% +$977 ﹤0.01% 667
2025
Q2 		$10.3K Hold
342
– – ﹤0.01% 653
2025
Q1 		$9.43K Hold
342
– – ﹤0.01% 665
2024
Q4 		$9.11K Hold
342
– – ﹤0.01% 662
2024
Q3 		$9.98K Buy
342
+340
+17,000% +$9.2K ﹤0.01% 689
2024
Q2 		$53 Hold
2
– – ﹤0.01% 586
2024
Q1 		$51 Sell
2
-6
-75% -$147 ﹤0.01% 593
2023
Q4 		$198 Buy
+8
New +$192 ﹤0.01% 586

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

NBT Bank's SCHE Position: Q1 2026 in Review

NBT Bank held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q1 2026 at 1,735 shares worth $57.2K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

NBT Bank first reported a position in SCHE in Q4 2023 and has held it in 10 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • NBT Bank held 1,735 shares of Schwab Emerging Markets Equity ETF worth $57.2K as of Q1 2026.
  • NBT Bank left its Schwab Emerging Markets Equity ETF share count unchanged in Q1 2026.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #496 holding.
  • NBT Bank first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

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