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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$851K Sell
2025
Q2
$806K Sell
2025
Q1
$754K Buy
2024
Q4
$682K Hold
2024
Q3
$681K Sell
2024
Q2
$657K Buy
2024
Q1
$649K Buy
2023
Q4
$346K Buy