Nbt Bank N A Schwab Strategic U.S. Mid Cap Transaction History
Nbt Bank N A
- $1.44 Billion
- Q2 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 28,720 shares of SCHM stock, worth $846,091. This represents 0.06% of its overall portfolio holdings.
Number of Shares
28,720
Previous 28,780
0.21%
Holding current value
$846,091
Previous $753,000
6.91%
% of portfolio
0.06%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding SCHM
# of Institutions
1,043Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio