UMB Bank’s Schwab US Broad Market ETF SCHB Stock Holding History

UMB Bank’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$287K	Hold	9,900	–	–	﹤0.01%	627
2026 Q1	$248K	Hold	9,900	–	–	﹤0.01%	635
2025 Q4	$260K	Sell	9,900 -3,800	-28%	-$98.9K	﹤0.01%	616
2025 Q3	$352K	Hold	13,700	–	–	0.01%	495
2025 Q2	$326K	Hold	13,700	–	–	0.01%	497
2025 Q1	$295K	Sell	13,700 -1,000	-7%	-$22.7K	﹤0.01%	497
2024 Q4	$334K	Hold	14,700	–	–	0.01%	476
2024 Q3	$326K	Hold	14,700	–	–	0.01%	481
2024 Q2	$308K	Hold	14,700	–	–	0.01%	476
2024 Q1	$299K	Hold	14,700	–	–	﹤0.01%	490
2023 Q4	$273K	Hold	14,700	–	–	﹤0.01%	517
2023 Q3	$244K	Hold	14,700	–	–	﹤0.01%	521
2023 Q2	$253K	Hold	14,700	–	–	﹤0.01%	526
2023 Q1	$234K	Hold	14,700	–	–	﹤0.01%	541
2022 Q4	$220K	Hold	14,700	–	–	﹤0.01%	561
2022 Q3	$206K	Sell	14,700 -11,934	-45%	-$186K	﹤0.01%	601
2022 Q2	$392K	Hold	26,634	–	–	0.01%	506
2022 Q1	$474K	Hold	26,634	–	–	0.01%	481
2021 Q4	$502K	Buy	26,634 +11,934	+81%	+$220K	0.01%	480
2021 Q3	$254K	Hold	14,700	–	–	0.01%	337
2021 Q2	$255K	Hold	14,700	–	–	0.01%	333
2021 Q1	$237K	Hold	14,700	–	–	0.01%	334
2020 Q4	$223K	Buy	+14,700	New	+$209K	0.01%	329

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

UMB Bank's SCHB Position: Q2 2026 in Review

UMB Bank held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 9,900 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

UMB Bank first reported a position in SCHB in Q4 2020 and has held it in 23 quarters since. The position peaked at $502K in Q4 2021. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

UMB Bank held 9,900 shares of Schwab US Broad Market ETF worth $287K as of Q2 2026.
UMB Bank left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #627 holding.
UMB Bank first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 23 quarters since.
UMB Bank's Schwab US Broad Market ETF position peaked at $502K in Q4 2021.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.