UMB Bank’s Schwab US Mid-Cap ETF SCHM Stock Holding History

UMB Bank’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$96K	Buy	2,604 +381	+17%	+$13.1K	﹤0.01%	1057
2026 Q1	$68.8K	Buy	2,223 +900	+68%	+$28.7K	﹤0.01%	1133
2025 Q4	$39.8K	Hold	1,323	–	–	﹤0.01%	1318
2025 Q3	$39.2K	Hold	1,323	–	–	﹤0.01%	1236
2025 Q2	$37.1K	Hold	1,323	–	–	﹤0.01%	1213
2025 Q1	$34.7K	Hold	1,323	–	–	﹤0.01%	1187
2024 Q4	$36.7K	Hold	1,323	–	–	﹤0.01%	1036
2024 Q3	$36.6K	Hold	1,323	–	–	﹤0.01%	972
2024 Q2	$34.3K	Sell	1,323 -23,700	-95%	-$620K	﹤0.01%	912
2024 Q1	$679K	Hold	25,023	–	–	0.01%	371
2023 Q4	$628K	Hold	25,023	–	–	0.01%	388
2023 Q3	$565K	Buy	25,023 +23,700	+1,791%	+$561K	0.01%	390
2023 Q2	$31.3K	Hold	1,323	–	–	﹤0.01%	968
2023 Q1	$29.9K	Hold	1,323	–	–	﹤0.01%	971
2022 Q4	$29K	Hold	1,323	–	–	﹤0.01%	990
2022 Q3	$27K	Sell	1,323 -11,235	-89%	-$251K	﹤0.01%	1024
2022 Q2	$263K	Hold	12,558	–	–	﹤0.01%	575
2022 Q1	$318K	Sell	12,558 -1,710	-12%	-$42.9K	﹤0.01%	556
2021 Q4	$383K	Buy	+14,268	New	+$381K	﹤0.01%	535

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UMB Bank's SCHM Position: Q2 2026 in Review

UMB Bank increased its Schwab US Mid-Cap ETF (SCHM) stake by 17% in Q2 2026, buying an estimated $13.1K and bringing the position to 2,604 shares worth $96K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

UMB Bank first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $679K in Q1 2024. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

UMB Bank held 2,604 shares of Schwab US Mid-Cap ETF worth $96K as of Q2 2026.
UMB Bank bought 381 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $13.1K.
Schwab US Mid-Cap ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1057 holding.
UMB Bank first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
UMB Bank's Schwab US Mid-Cap ETF position peaked at $679K in Q1 2024.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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