NBT Bank’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806K | Sell |
28,720
-60
| -0.2% | -$1.68K | 0.06% | 223 |
|
|
2025
Q1 | $754K | Buy |
28,780
+4,180
| +17% | +$110K | 0.05% | 230 |
|
|
2024
Q4 | $682K | Hold |
24,600
| – | – | 0.05% | 244 |
|
|
2024
Q3 | $681K | Sell |
24,600
-744
| -3% | -$20.6K | 0.05% | 249 |
|
|
2024
Q2 | $657K | Buy |
25,344
+1,425
| +6% | +$37K | 0.05% | 251 |
|
|
2024
Q1 | $649K | Buy |
23,919
+10,155
| +74% | +$276K | 0.05% | 245 |
|
|
2023
Q4 | $346K | Buy |
+13,764
| New | +$346K | 0.03% | 304 |
|