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NBT Bank’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

NBT Bank’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$295K Sell
8,729
-17,365
-67% -$575K 0.02% 323
2026
Q1 		$760K Buy
26,094
+26,029
+40,045% +$809K 0.05% 232
2025
Q4 		$847K Buy
65
+1
+2% +$33 0.05% 221
2025
Q3 		$841K Sell
64
-26,451
-100% -$806K 0.05% 223
2025
Q2 		$775K Sell
26,515
-315
-1% -$8.33K 0.05% 228
2025
Q1 		$672K Sell
26,830
-3,153
-11% -$86.4K 0.05% 244
2024
Q4 		$836K Buy
29,983
+83
+0.3% +$2.27K 0.06% 227
2024
Q3 		$779K Sell
29,900
-1,384
-4% -$34.8K 0.05% 240
2024
Q2 		$789K Buy
31,284
+5,676
+22% +$134K 0.06% 233
2024
Q1 		$594K Sell
25,608
-10,312
-29% -$228K 0.04% 256
2023
Q4 		$745K Buy
+35,920
New +$695K 0.06% 225

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NBT Bank's SCHG Position: Q2 2026 in Review

NBT Bank reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 67% in Q2 2026, selling an estimated $575K and leaving 8,729 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #323.

NBT Bank first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $847K in Q4 2025. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • NBT Bank held 8,729 shares of Schwab US Large-Cap Growth ETF worth $295K as of Q2 2026.
  • NBT Bank sold 17,365 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $575K.
  • Schwab US Large-Cap Growth ETF made up 0.02% of NBT Bank's portfolio in Q2 2026, its #323 holding.
  • NBT Bank first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • NBT Bank's Schwab US Large-Cap Growth ETF position peaked at $847K in Q4 2025.
  • 1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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