Umb Bank, N.A. Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Umb Bank, N.A. holds 8,100 shares of SCHD stock, worth $225,423. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,100
Previous 2,700 200.0%
Holding current value
$225,423
Previous $228,000 3.07%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,822
Shares Held
430M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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