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 Q3	$17.3K	Hold	732	–	–	﹤0.01%	447
2026 Q2	$18.1K	Sell	732 -622	-46%	-$15.4K	﹤0.01%	655
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%	-$9.8K	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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

NBT Bank's SCHR Position: Q3 2026 in Review

NBT Bank held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q3 2026 at 732 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

NBT Bank first reported a position in SCHR in Q4 2023 and has held it in 12 quarters since. The position peaked at $133K in Q4 2023. 345 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

NBT Bank held 732 shares of Schwab Intermediately-Term US Treasury ETF worth $17.3K as of Q3 2026.
NBT Bank left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q3 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of NBT Bank's portfolio in Q3 2026, its #447 holding.
NBT Bank first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 12 quarters since.
NBT Bank's Schwab Intermediately-Term US Treasury ETF position peaked at $133K in Q4 2023.
345 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.