NBT Bank’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

NBT Bank’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.6K	Buy	1,302 +1,278	+5,325%	+$31.1K	﹤0.01%	551
2025 Q4	$31.7K	Hold	24	–	–	﹤0.01%	548
2025 Q3	$31.8K	Sell	24 -1,360	-98%	-$33.1K	﹤0.01%	549
2025 Q2	$33.7K	Hold	1,384	–	–	﹤0.01%	536
2025 Q1	$33.7K	Sell	1,384 -1,000	-42%	-$24.2K	﹤0.01%	531
2024 Q4	$57.4K	Hold	2,384	–	–	﹤0.01%	488
2024 Q3	$58.4K	Sell	2,384 -1,052	-31%	-$25.6K	﹤0.01%	507
2024 Q2	$82.7K	Sell	3,436 -314	-8%	-$7.53K	0.01%	387
2024 Q1	$90.4K	Hold	3,750	–	–	0.01%	382
2023 Q4	$90.8K	Buy	+3,750	New	+$90K	0.01%	382

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NBT Bank's SCHO Position: Q1 2026 in Review

NBT Bank increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 5,325% in Q1 2026, buying an estimated $31.1K and bringing the position to 1,302 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

NBT Bank first reported a position in SCHO in Q4 2023 and has held it in 10 quarters since. The position peaked at $90.8K in Q4 2023. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

NBT Bank held 1,302 shares of Schwab Short-Term US Treasury ETF worth $31.6K as of Q1 2026.
NBT Bank bought 1,278 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $31.1K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #551 holding.
NBT Bank first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
NBT Bank's Schwab Short-Term US Treasury ETF position peaked at $90.8K in Q4 2023.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

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