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

Umb Bank, N.A.

$6.26 Billion
Q2 2025

A detailed history of Umb Bank, N.A. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Umb Bank, N.A. holds 8,100 shares of SCHD stock, worth $215,217. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,100

Previous 8,100 -0.0%

Holding current value

$215,217

Previous $214,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$26.93 - $84.95 $145,422 - $458,730	5,400 Added 200.0%	8,100 $221,000
Q4 2023 Jan 23, 2024	SELL	$66.9 - $76.32 $56,530 - $64,490	-845 Reduced 23.84%	2,700 $205,000
Q2 2023 Jul 25, 2023	BUY	$69.18 - $73.94 $27,326 - $29,206	395 Added 12.54%	3,545 $257,000
Q1 2023 Apr 11, 2023	BUY	$70.28 - $78.03 $31,626 - $35,113	450 Added 16.67%	3,150 $230,000
Q3 2022 Oct 13, 2022	SELL	$66.43 - $77.87 $264,590 - $310,156	-3,983 Reduced 59.6%	2,700 $179,000
Q1 2022 Apr 22, 2022	BUY	$75.14 - $81.94 $29,454 - $32,120	392 Added 6.23%	6,683 $527,000
Q4 2021 Feb 09, 2022	BUY	$74.93 - $80.86 $471,384 - $508,690	6,291 New	6,291 $509,000

Others Institutions Holding SCHD

# of Institutions

2,020

Shares Held

839M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Umb Bank, N.A., based on Form 13F filings with the SEC.

News

Stay updated on Umb Bank, N.A. with notifications on news.

Account