NBT Bank’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

NBT Bank’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$33.7K	Buy	1,354 +1,329	+5,316%	+$33.3K	﹤0.01%	543
2025 Q4	$34K	Hold	25	–	–	﹤0.01%	539
2025 Q3	$78.8K	Sell	25 -2,851	-99%	-$71.2K	0.01%	456
2025 Q2	$72K	Hold	2,876	–	–	﹤0.01%	461
2025 Q1	$71.5K	Sell	2,876 -400	-12%	-$9.79K	0.01%	459
2024 Q4	$79.6K	Hold	3,276	–	–	0.01%	454
2024 Q3	$82.9K	Sell	3,276 -1,048	-24%	-$26.2K	0.01%	457
2024 Q2	$105K	Sell	4,324 -254	-6%	-$6.15K	0.01%	380
2024 Q1	$112K	Sell	4,578 -770	-14%	-$18.9K	0.01%	379
2023 Q4	$133K	Buy	+5,348	New	+$129K	0.01%	375

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

MFT

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

NBT Bank's SCHR Position: Q1 2026 in Review

NBT Bank increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 5,316% in Q1 2026, buying an estimated $33.3K and bringing the position to 1,354 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

NBT Bank first reported a position in SCHR in Q4 2023 and has held it in 10 quarters since. The position peaked at $133K in Q4 2023. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

NBT Bank held 1,354 shares of Schwab Intermediately-Term US Treasury ETF worth $33.7K as of Q1 2026.
NBT Bank bought 1,329 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $33.3K.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #543 holding.
NBT Bank first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
NBT Bank's Schwab Intermediately-Term US Treasury ETF position peaked at $133K in Q4 2023.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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