Umb Bank, N.A. Schwab Strategic Tr 5 10 Yr C Transaction History

Umb Bank, N.A.

$6.21 Billion
Q1 2024

A detailed history of Umb Bank, N.A. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Umb Bank, N.A. holds 2,599 shares of SCHI stock, worth $114,615. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,599

Holding current value

$114,615

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 26, 2024	BUY	$43.87 - $44.99 $114,018 - $116,929	2,599 New	2,599 $115,000

Others Institutions Holding SCHI

# of Institutions

180

Shares Held

134M

Call Options Held

Put Options Held

Charles Schwab Investment Advisory, Inc. San Francisco, CA

111M
Shares

$4.9 Billion
6.8% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.41M
Shares

$238 Million
0.06% of portfolio
River Front Investment Group, LLC Richmond, VA

3.86M
Shares

$170 Million
4.84% of portfolio
Envestnet Asset Management Inc

3.3M
Shares

$145 Million
0.06% of portfolio
Campbell Wealth Management

2.08M
Shares

$91.9 Million
9.21% of portfolio

View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
Sector ETFs
Industry ETFs

More about SCHI

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