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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

NBT Bank's SCHG Position: Q1 2026 in Review

NBT Bank increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 40,045% in Q1 2026, buying an estimated $809K and bringing the position to 26,094 shares worth $760K. The position accounts for 0.05% of the portfolio, ranked #232.

NBT Bank first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $847K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • NBT Bank held 26,094 shares of Schwab US Large-Cap Growth ETF worth $760K as of Q1 2026.
  • NBT Bank bought 26,029 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $809K.
  • Schwab US Large-Cap Growth ETF made up 0.05% of NBT Bank's portfolio in Q1 2026, its #232 holding.
  • NBT Bank first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • NBT Bank's Schwab US Large-Cap Growth ETF position peaked at $847K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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