UMB Bank’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $352K | Hold |
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|
2025
Q2 | $326K | Hold |
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|
2025
Q1 | $295K | Sell |
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|
2024
Q4 | $334K | Hold |
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|
2024
Q3 | $326K | Hold |
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|
2024
Q2 | $308K | Hold |
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|
2024
Q1 | $299K | Hold |
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|
2023
Q4 | $273K | Hold |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $253K | Hold |
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|
2023
Q1 | $234K | Hold |
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|
2022
Q4 | $220K | Hold |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $392K | Hold |
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|
2022
Q1 | $474K | Hold |
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|
2021
Q4 | $502K | Buy |
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|
2021
Q3 | $254K | Hold |
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|
2021
Q2 | $255K | Hold |
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|
2021
Q1 | $237K | Hold |
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|
2020
Q4 | $223K | Buy |
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