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NBT Bank’s Schwab US Mid-Cap ETF SCHM Stock Holding History

NBT Bank’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$739K Sell
20,048
-8,478
-30% -$292K 0.05% 234
2026
Q1 		$883K Buy
28,526
+11,329
+66% +$361K 0.06% 222
2025
Q4 		$862K Buy
17,197
+1
+0% +$30 0.06% 218
2025
Q3 		$851K Sell
17,196
-11,524
-40% -$335K 0.06% 220
2025
Q2 		$806K Sell
28,720
-60
-0.2% -$1.58K 0.06% 223
2025
Q1 		$754K Buy
28,780
+4,180
+17% +$116K 0.05% 230
2024
Q4 		$682K Hold
24,600
– – 0.05% 244
2024
Q3 		$681K Sell
24,600
-744
-3% -$19.8K 0.05% 249
2024
Q2 		$657K Buy
25,344
+1,425
+6% +$37.3K 0.05% 251
2024
Q1 		$649K Buy
23,919
+10,155
+74% +$259K 0.05% 245
2023
Q4 		$346K Buy
+13,764
New +$315K 0.03% 304

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NBT Bank's SCHM Position: Q2 2026 in Review

NBT Bank reduced its Schwab US Mid-Cap ETF (SCHM) stake by 30% in Q2 2026, selling an estimated $292K and leaving 20,048 shares worth $739K. The position accounts for 0.05% of the portfolio, ranked #234.

NBT Bank first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $883K in Q1 2026. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • NBT Bank held 20,048 shares of Schwab US Mid-Cap ETF worth $739K as of Q2 2026.
  • NBT Bank sold 8,478 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $292K.
  • Schwab US Mid-Cap ETF made up 0.05% of NBT Bank's portfolio in Q2 2026, its #234 holding.
  • NBT Bank first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • NBT Bank's Schwab US Mid-Cap ETF position peaked at $883K in Q1 2026.
  • 1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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