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Schwab Value Advantage Money F mut shares owned by NBT Bank

Quarter-by-quarter ownership of Schwab Value Advantage Money F mut (SWVXX) shares owned by NBT Bank from 13F filings

Historical chart of NBT Bank investment in Schwab Value Advantage Money F mut

Tip: Access up to 7 years of quarterly data

All positions including Schwab Value Advantage Money F mut held by NBT Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Value Advantage Money F mut by NBT Bank

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.0k 2.0k 1.00

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Top funds holding Schwab Value Advantage Money F mut

Jackson Wealth Management
Redwood Wealth Management Group
Stonebridge Capital Management
Game Plan Financial Advisors
Garton & Associates Financial Advisors
Financial Gravity Wealth
Financial Gravity Companies
Fortune Financial Group
Main Management
Westside Investment Management
Dale Q Rice Investment Management
Lester Murray Antman dba SimplyRich
The Ithaka Group
Keystone Financial Group
RFP Financial Group

View all funds holding Schwab Value Advantage Money F mut