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UMB Bank’s Schwab US REIT ETF SCHH Stock Holding History

UMB Bank’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$320K Buy
13,505
+7,580
+128% +$177K ﹤0.01% 592
2026
Q1 		$127K Buy
+5,925
New +$130K ﹤0.01% 860
2025
Q1 		– Sell
-1,160
Closed -$24.4K – 2161
2024
Q4 		$24.4K Hold
1,160
– – ﹤0.01% 1177
2024
Q3 		$26.9K Hold
1,160
– – ﹤0.01% 1099
2024
Q2 		$23.2K Sell
1,160
-301
-21% -$5.87K ﹤0.01% 1017
2024
Q1 		$29.7K Buy
1,461
+301
+26% +$6.03K ﹤0.01% 958
2023
Q4 		$24K Hold
1,160
– – ﹤0.01% 1010
2023
Q3 		$20.6K Hold
1,160
– – ﹤0.01% 1073
2023
Q2 		$22.7K Sell
1,160
-7,745
-87% -$149K ﹤0.01% 1066
2023
Q1 		$174K Buy
8,905
+1,144
+15% +$22.9K ﹤0.01% 594
2022
Q4 		$150K Hold
7,761
– – ﹤0.01% 631
2022
Q3 		$145K Sell
7,761
-6,982
-47% -$151K ﹤0.01% 654
2022
Q2 		$311K Buy
14,743
+3,771
+34% +$86.8K ﹤0.01% 534
2022
Q1 		$273K Sell
10,972
-306
-3% -$7.38K ﹤0.01% 594
2021
Q4 		$297K Buy
+11,278
New +$278K ﹤0.01% 588
2020
Q1 		– Sell
-15,186
Closed -$349K – 362
2019
Q4 		$349K Buy
+15,186
New +$354K 0.01% 297

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

UMB Bank's SCHH Position: Q2 2026 in Review

UMB Bank increased its Schwab US REIT ETF (SCHH) stake by 128% in Q2 2026, buying an estimated $177K and bringing the position to 13,505 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

UMB Bank first reported a position in SCHH in Q4 2019 and has held it in 16 quarters since. The position peaked at $349K in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • UMB Bank held 13,505 shares of Schwab US REIT ETF worth $320K as of Q2 2026.
  • UMB Bank bought 7,580 Schwab US REIT ETF shares in Q2 2026, an estimated $177K.
  • Schwab US REIT ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #592 holding.
  • UMB Bank first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 16 quarters since.
  • UMB Bank's Schwab US REIT ETF position peaked at $349K in Q4 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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