Nbt Bank N A Schwab Strategic U.S. Mid Cap Transaction History
Nbt Bank N A
- $1.37 Billion
- Q3 2025
A detailed history of Nbt Bank N A transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Nbt Bank N A holds 17,196 shares of SCHM stock, worth $501,435. This represents 0.04% of its overall portfolio holdings.
Number of Shares
17,196
Previous 28,720
40.13%
Holding current value
$501,435
Previous $805,000
36.77%
% of portfolio
0.04%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
1,068Shares Held
282MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio