UMB Bank’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

UMB Bank’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$829K	Sell	28,452 -6,736	-19%	-$209K	0.01%	384
2025 Q4	$1.15M	Buy	35,188 +2,581	+8%	+$83.9K	0.02%	339
2025 Q3	$1.04M	Hold	32,607	–	–	0.02%	320
2025 Q2	$952K	Sell	32,607 -1,011	-3%	-$26.7K	0.01%	331
2025 Q1	$842K	Sell	33,618 -476	-1%	-$13K	0.01%	346
2024 Q4	$950K	Sell	34,094 -446	-1%	-$12.2K	0.02%	330
2024 Q3	$900K	Sell	34,540 -6,768	-16%	-$170K	0.01%	340
2024 Q2	$1.04M	Sell	41,308 -1,848	-4%	-$43.6K	0.02%	317
2024 Q1	$1M	Hold	43,156	–	–	0.02%	329
2023 Q4	$895K	Sell	43,156 -2,056	-5%	-$39.8K	0.01%	343
2023 Q3	$822K	Sell	45,212 -1,200	-3%	-$22.6K	0.01%	344
2023 Q2	$870K	Hold	46,412	–	–	0.01%	351
2023 Q1	$756K	Sell	46,412 -660	-1%	-$10K	0.01%	362
2022 Q4	$654K	Hold	47,072	–	–	0.01%	385
2022 Q3	$657K	Hold	47,072	–	–	0.01%	396
2022 Q2	$682K	Hold	47,072	–	–	0.01%	420
2022 Q1	$880K	Hold	47,072	–	–	0.01%	407
2021 Q4	$964K	Hold	47,072	–	–	0.01%	392
2021 Q3	$871K	Hold	47,072	–	–	0.02%	252
2021 Q2	$859K	Buy	47,072 +12,864	+38%	+$223K	0.02%	250
2021 Q1	$555K	Sell	34,208 -1,384	-4%	-$22.5K	0.01%	277
2020 Q4	$571K	Sell	35,592 -13,872	-28%	-$210K	0.02%	270
2020 Q3	$628K	Hold	49,464	–	–	0.02%	238
2020 Q2	$628K	Sell	49,464 -114,800	-70%	-$1.34M	0.02%	238
2020 Q1	$1.64M	Sell	164,264 -4,440	-3%	-$50.7K	0.06%	174
2019 Q4	$1.96M	Buy	168,704 +3,096	+2%	+$34.1K	0.05%	180
2019 Q3	$1.74K	Buy	165,608 +29,128	+21%	+$307K	0.04%	188
2019 Q2	$1.42K	Buy	136,480 +8,000	+6%	+$81.3K	0.03%	197
2019 Q1	$1.28M	Sell	128,480 -16	-0%	-$151	0.04%	200
2018 Q4	$1.11K	Hold	128,496	–	–	0.03%	196
2018 Q3	$1.32M	Hold	128,496	–	–	0.04%	198
2018 Q2	$1.22M	Sell	128,496 -1,088	-0.8%	-$10.1K	0.04%	201
2018 Q1	$1.16M	Sell	129,584 -1,632	-1%	-$15K	0.04%	204
2017 Q4	$1.16M	Hold	131,216	–	–	0.04%	199
2017 Q3	$1.08M	Buy	131,216 +224	+0.2%	+$1.82K	0.04%	198
2017 Q2	$1.03M	Hold	130,992	–	–	0.04%	198
2017 Q1	$990K	Hold	130,992	–	–	0.03%	194
2016 Q4	$914K	Hold	130,992	–	–	0.03%	201
2016 Q3	$908K	Hold	130,992	–	–	0.04%	200
2016 Q2	$859K	Sell	130,992 -3,832	-3%	-$25.2K	0.04%	203
2016 Q1	$883K	Buy	134,824 +23,224	+21%	+$144K	0.04%	194
2015 Q4	$737K	Buy	111,600 +21,264	+24%	+$142K	0.03%	212
2015 Q3	$564K	Buy	+90,336	New	+$601K	0.03%	188

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

UMB Bank's SCHG Position: Q1 2026 in Review

UMB Bank reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 19% in Q1 2026, selling an estimated $209K and leaving 28,452 shares worth $829K. The position accounts for 0.01% of the portfolio, ranked #384.

UMB Bank first reported a position in SCHG in Q3 2015 and has held it in 43 quarters since. The position peaked at $1.96M in Q4 2019. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

UMB Bank held 28,452 shares of Schwab US Large-Cap Growth ETF worth $829K as of Q1 2026.
UMB Bank sold 6,736 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $209K.
Schwab US Large-Cap Growth ETF made up 0.01% of UMB Bank's portfolio in Q1 2026, its #384 holding.
UMB Bank first reported a position in Schwab US Large-Cap Growth ETF in Q3 2015 and has held it in 43 quarters since.
UMB Bank's Schwab US Large-Cap Growth ETF position peaked at $1.96M in Q4 2019.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.