A detailed history of Umb Bank, N.A. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Umb Bank, N.A. holds 441 shares of SCHM stock, worth $36,629. This represents 0.0% of its overall portfolio holdings.

Number of Shares
441
Previous 8,341 94.71%
Holding current value
$36,629
Previous $679,000 94.99%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

SELL
$75.69 - $81.19 $597,951 - $641,401
-7,900 Reduced 94.71%
441 $34,000
Q3 2023

Oct 18, 2023

BUY
$66.75 - $73.98 $527,325 - $584,442
7,900 Added 1791.38%
8,341 $564,000
Q3 2022

Oct 13, 2022

SELL
$60.5 - $72.51 $226,572 - $271,549
-3,745 Reduced 89.46%
441 $27,000
Q1 2022

Apr 22, 2022

SELL
$70.66 - $80.89 $40,276 - $46,107
-570 Reduced 11.98%
4,186 $318,000
Q4 2021

Feb 09, 2022

BUY
$76.01 - $83.39 $361,503 - $396,602
4,756 New
4,756 $383,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Umb Bank, N.A. Portfolio

Follow Umb Bank, N.A. and customize your updates to receive the information that matters most to you.

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.