NBT Bank’s Schwab US TIPS ETF SCHP Stock Holding History

NBT Bank’s Portfolio SCHP Stock Details SCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$361K	Buy	13,556 +1,675	+14%	+$44.7K	0.02%	311
2025 Q4	$315K	Hold	11,881	–	–	0.02%	321
2025 Q3	$320K	Buy	11,881 +2,590	+28%	+$69.3K	0.02%	320
2025 Q2	$248K	Hold	9,291	–	–	0.02%	348
2025 Q1	$250K	Hold	9,291	–	–	0.02%	342
2024 Q4	$240K	Buy	9,291 +4,185	+82%	+$110K	0.02%	349
2024 Q3	$137K	Buy	+5,106	New	+$135K	0.01%	404
2024 Q2	–	Sell	-4	Closed	-$104	–	609
2024 Q1	$104	Hold	4	–	–	﹤0.01%	587
2023 Q4	$104	Buy	+4	New	+$102	﹤0.01%	588
2023 Q3	–	Sell	-7,716	Closed	-$202K	–	319
2023 Q2	$202K	Buy	+7,716	New	+$205K	0.03%	253
2022 Q2	–	Sell	-6,816	Closed	-$207K	–	234
2022 Q1	$207K	Buy	+6,816	New	+$209K	0.03%	230

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

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

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

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

NBT Bank's SCHP Position: Q1 2026 in Review

NBT Bank increased its Schwab US TIPS ETF (SCHP) stake by 14% in Q1 2026, buying an estimated $44.7K and bringing the position to 13,556 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #311.

NBT Bank first reported a position in SCHP in Q1 2022 and has held it in 11 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

NBT Bank held 13,556 shares of Schwab US TIPS ETF worth $361K as of Q1 2026.
NBT Bank bought 1,675 Schwab US TIPS ETF shares in Q1 2026, an estimated $44.7K.
Schwab US TIPS ETF made up 0.02% of NBT Bank's portfolio in Q1 2026, its #311 holding.
NBT Bank first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 11 quarters since.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

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