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 Q2	$16.9K	Sell	702 -600	-46%	-$14.5K	﹤0.01%	665
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NBT Bank's SCHO Position: Q2 2026 in Review

NBT Bank reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 46% in Q2 2026, selling an estimated $14.5K and leaving 702 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

NBT Bank first reported a position in SCHO in Q4 2023 and has held it in 11 quarters since. The position peaked at $90.8K in Q4 2023. 722 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

NBT Bank held 702 shares of Schwab Short-Term US Treasury ETF worth $16.9K as of Q2 2026.
NBT Bank sold 600 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $14.5K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #665 holding.
NBT Bank first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
NBT Bank's Schwab Short-Term US Treasury ETF position peaked at $90.8K in Q4 2023.
722 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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