UMB Bank’s Schwab US Dividend Equity ETF SCHD Stock Holding History

UMB Bank’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$524K	Buy	16,535 +5,071	+44%	+$161K	0.01%	475
2026 Q1	$352K	Buy	11,464 +1,859	+19%	+$56.4K	﹤0.01%	545
2025 Q4	$263K	Sell	9,605 -1,296	-12%	-$35.2K	﹤0.01%	609
2025 Q3	$298K	Buy	10,901 +2,801	+35%	+$76.4K	﹤0.01%	531
2025 Q2	$215K	Hold	8,100	–	–	﹤0.01%	582
2025 Q1	$226K	Hold	8,100	–	–	﹤0.01%	550
2024 Q4	$221K	Hold	8,100	–	–	﹤0.01%	542
2024 Q3	$228K	Hold	8,100	–	–	﹤0.01%	547
2024 Q2	$210K	Hold	8,100	–	–	﹤0.01%	546
2024 Q1	$218K	Hold	8,100	–	–	﹤0.01%	552
2023 Q4	$206K	Sell	8,100 -2,535	-24%	-$60.4K	﹤0.01%	576
2023 Q3	$251K	Hold	10,635	–	–	﹤0.01%	516
2023 Q2	$257K	Buy	10,635 +1,185	+13%	+$28.3K	﹤0.01%	523
2023 Q1	$230K	Buy	9,450 +1,350	+17%	+$33.8K	﹤0.01%	546
2022 Q4	$204K	Hold	8,100	–	–	﹤0.01%	581
2022 Q3	$179K	Sell	8,100 -11,949	-60%	-$290K	﹤0.01%	622
2022 Q2	$479K	Hold	20,049	–	–	0.01%	473
2022 Q1	$527K	Buy	20,049 +1,176	+6%	+$30.8K	0.01%	467
2021 Q4	$509K	Buy	+18,873	New	+$490K	0.01%	478

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

UMB Bank's SCHD Position: Q2 2026 in Review

UMB Bank increased its Schwab US Dividend Equity ETF (SCHD) stake by 44% in Q2 2026, buying an estimated $161K and bringing the position to 16,535 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #475.

UMB Bank first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $527K in Q1 2022. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

UMB Bank held 16,535 shares of Schwab US Dividend Equity ETF worth $524K as of Q2 2026.
UMB Bank bought 5,071 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $161K.
Schwab US Dividend Equity ETF made up 0.01% of UMB Bank's portfolio in Q2 2026, its #475 holding.
UMB Bank first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
UMB Bank's Schwab US Dividend Equity ETF position peaked at $527K in Q1 2022.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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