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NBT Bank’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

NBT Bank’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.78M Buy
76,663
+566
+0.7% +$13.2K 0.12% 154
2025
Q4 		$1.8M Hold
76,097
– – 0.12% 154
2025
Q3 		$1.81M Sell
76,097
-131
-0.2% -$3.04K 0.12% 154
2025
Q2 		$1.77M Sell
76,228
-1,564
-2% -$35.9K 0.12% 158
2025
Q1 		$1.8M Sell
77,792
-3,050
-4% -$69.9K 0.13% 153
2024
Q4 		$1.84M Sell
80,842
-790
-1% -$18.3K 0.13% 156
2024
Q3 		$1.94M Hold
81,632
– – 0.13% 155
2024
Q2 		$1.86M Sell
81,632
-1,198
-1% -$27.2K 0.13% 159
2024
Q1 		$1.91M Buy
82,830
+76
+0.1% +$1.75K 0.14% 143
2023
Q4 		$1.93M Buy
82,754
+4,114
+5% +$92K 0.15% 141
2023
Q3 		$1.74M Buy
78,640
+5,000
+7% +$113K 0.17% 124
2023
Q2 		$1.7M Hold
73,640
– – 0.24% 102
2023
Q1 		$1.73M Buy
73,640
+400
+0.5% +$9.31K 0.25% 101
2022
Q4 		$1.67M Sell
73,240
-11,396
-13% -$259K 0.24% 99
2022
Q3 		$1.92M Sell
84,636
-1,720
-2% -$40.9K 0.31% 85
2022
Q2 		$2.07M Sell
86,356
-17,030
-16% -$412K 0.32% 87
2022
Q1 		$2.61M Hold
103,386
– – 0.35% 79
2021
Q4 		$2.79M Buy
103,386
+6,096
+6% +$165K 0.36% 79
2021
Q3 		$2.64M Buy
97,290
+910
+0.9% +$25K 0.37% 80
2021
Q2 		$2.63M Buy
96,380
+13,740
+17% +$373K 0.36% 81
2021
Q1 		$2.23M Buy
82,640
+13,890
+20% +$381K 0.32% 86
2020
Q4 		$1.93M Buy
68,750
+21,054
+44% +$589K 0.29% 95
2020
Q3 		$1.34M Buy
47,696
+11,096
+30% +$313K 0.22% 105
2020
Q2 		$1.03M Sell
36,600
-3,970
-10% -$110K 0.18% 112
2020
Q1 		$1.1M Buy
+40,570
New +$1.1M 0.23% 103

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NBT Bank's SCHZ Position: Q1 2026 in Review

NBT Bank increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.74% in Q1 2026, buying an estimated $13.2K and bringing the position to 76,663 shares worth $1.78M. The position accounts for 0.12% of the portfolio, ranked #154.

NBT Bank first reported a position in SCHZ in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.79M in Q4 2021. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • NBT Bank held 76,663 shares of Schwab US Aggregate Bond ETF worth $1.78M as of Q1 2026.
  • NBT Bank bought 566 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $13.2K.
  • Schwab US Aggregate Bond ETF made up 0.12% of NBT Bank's portfolio in Q1 2026, its #154 holding.
  • NBT Bank first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • NBT Bank's Schwab US Aggregate Bond ETF position peaked at $2.79M in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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