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Schwab Markettrack Balanced fund shares owned by NBT Bank

Quarter-by-quarter ownership of Schwab Markettrack Balanced fund (SWBGX) shares owned by NBT Bank from 13F filings

Historical chart of NBT Bank investment in Schwab Markettrack Balanced fund

Tip: Access up to 7 years of quarterly data

All positions including Schwab Markettrack Balanced fund held by NBT Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Markettrack Balanced fund by NBT Bank

Quarter filed Position value Share count Share price at filing
2026-06-30 $19k 904 21.24

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Top funds holding Schwab Markettrack Balanced fund

Coston, McIsaac & Partners
NBT Bank
McIlrath & Eck

View all funds holding Schwab Markettrack Balanced fund