Umb Bank, N.A. Schwab Strategic Tr Us Small C Transaction History

Umb Bank, N.A.

$6.3 Billion
Q3 2024

A detailed history of Umb Bank, N.A. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Umb Bank, N.A. holds 1,300 shares of SCHA stock, worth $35,919. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,300

Previous 1,978 34.28%

Holding current value

$35,919

Previous $93,000 29.03%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$46.9 - $51.96 $31,798 - $35,228	-678 Reduced 34.28%	1,300 $66,000
Q2 2024 Jul 29, 2024	SELL	$45.24 - $49.04 $41,394 - $44,871	-915 Reduced 31.63%	1,978 $93,000
Q1 2024 Apr 26, 2024	BUY	$44.84 - $49.24 $41,028 - $45,054	915 Added 46.26%	2,893 $142,000
Q3 2022 Oct 13, 2022	SELL	$37.65 - $45.9 $126,654 - $154,407	-3,364 Reduced 62.97%	1,978 $75,000
Q1 2022 Apr 22, 2022	BUY	$44.42 - $51.73 $92,704 - $107,960	2,087 Added 64.12%	5,342 $253,000
Q4 2021 Feb 09, 2022	BUY	$48.64 - $55.07 $158,323 - $179,252	3,255 New	3,255 $333,000

Others Institutions Holding SCHA

# of Institutions

1,136

Shares Held

234M

Call Options Held

44.7K

Put Options Held

32.4K

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About SCHWAB STRATEGIC TR US SMALL-C

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