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 Q2	$359K	Hold	13,556	–	–	0.02%	303
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 $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

NBT Bank's SCHP Position: Q2 2026 in Review

NBT Bank held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 13,556 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #303.

NBT Bank first reported a position in SCHP in Q1 2022 and has held it in 12 quarters since. The position peaked at $361K in Q1 2026. 788 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

NBT Bank held 13,556 shares of Schwab US TIPS ETF worth $359K as of Q2 2026.
NBT Bank left its Schwab US TIPS ETF share count unchanged in Q2 2026.
Schwab US TIPS ETF made up 0.02% of NBT Bank's portfolio in Q2 2026, its #303 holding.
NBT Bank first reported a position in Schwab US TIPS ETF in Q1 2022 and has held it in 12 quarters since.
NBT Bank's Schwab US TIPS ETF position peaked at $361K in Q1 2026.
788 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

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