NBT Bank’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Sell |
18,878
-267
| -1% | -$6.53K | 0.03% | 278 |
|
|
2025
Q1 | $423K | Sell |
19,145
-1,300
| -6% | -$28.7K | 0.03% | 284 |
|
|
2024
Q4 | $474K | Sell |
20,445
-2,166
| -10% | -$50.2K | 0.03% | 278 |
|
|
2024
Q3 | $511K | Sell |
22,611
-2,937
| -11% | -$66.4K | 0.03% | 276 |
|
|
2024
Q2 | $547K | Sell |
25,548
-7,662
| -23% | -$164K | 0.04% | 269 |
|
|
2024
Q1 | $744K | Buy |
33,210
+1,539
| +5% | +$34.5K | 0.05% | 229 |
|
|
2023
Q4 | $595K | Buy |
+31,671
| New | +$595K | 0.05% | 249 |
|