Umb Bank, N.A. Schwab Strategic Tr Us Broad M Transaction History
Umb Bank, N.A.
- $6.22 Billion
- Q4 2024
A detailed history of Umb Bank, N.A. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Umb Bank, N.A. holds 14,700 shares of SCHB stock, worth $344,715. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,700
Previous 4,900
200.0%
Holding current value
$344,715
Previous $325,000
2.46%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,194Shares Held
251MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$483 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$210 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$200 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$153 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio