NBT Bank’s Schwab US Large- Cap ETF SCHX Stock Holding History

NBT Bank’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$481K	Buy	18,762 +18,735	+69,389%	+$503K	0.03%	275
2025 Q4	$505K	Buy	27 +1	+4%	+$27	0.03%	271
2025 Q3	$499K	Sell	26 -18,852	-100%	-$479K	0.03%	273
2025 Q2	$461K	Sell	18,878 -267	-1%	-$6.04K	0.03%	278
2025 Q1	$423K	Sell	19,145 -1,300	-6%	-$30.3K	0.03%	284
2024 Q4	$474K	Sell	20,445 -2,166	-10%	-$50.5K	0.03%	278
2024 Q3	$511K	Sell	22,611 -2,937	-11%	-$64K	0.03%	276
2024 Q2	$547K	Sell	25,548 -7,662	-23%	-$158K	0.04%	269
2024 Q1	$744K	Buy	33,210 +1,539	+5%	+$30.3K	0.05%	229
2023 Q4	$595K	Buy	+31,671	New	+$556K	0.05%	249

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

NBT Bank's SCHX Position: Q1 2026 in Review

NBT Bank increased its Schwab US Large- Cap ETF (SCHX) stake by 69,389% in Q1 2026, buying an estimated $503K and bringing the position to 18,762 shares worth $481K. The position accounts for 0.03% of the portfolio, ranked #275.

NBT Bank first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. The position peaked at $744K in Q1 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

NBT Bank held 18,762 shares of Schwab US Large- Cap ETF worth $481K as of Q1 2026.
NBT Bank bought 18,735 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $503K.
Schwab US Large- Cap ETF made up 0.03% of NBT Bank's portfolio in Q1 2026, its #275 holding.
NBT Bank first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
NBT Bank's Schwab US Large- Cap ETF position peaked at $744K in Q1 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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