UB
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UMB Bank’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

UMB Bank’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$662K Sell
27,429
-1,713
-6% -$41.4K 0.01% 434
2026
Q1 		$707K Sell
29,142
-3,667
-11% -$89.3K 0.01% 413
2025
Q4 		$800K Buy
32,809
+5,784
+21% +$141K 0.01% 399
2025
Q3 		$659K Hold
27,025
– – 0.01% 389
2025
Q2 		$659K Sell
27,025
-6
-0% -$146 0.01% 376
2025
Q1 		$658K Buy
27,031
+109
+0.4% +$2.64K 0.01% 377
2024
Q4 		$648K Buy
26,922
+206
+0.8% +$4.99K 0.01% 378
2024
Q3 		$654K Sell
26,716
-2,114
-7% -$51.4K 0.01% 370
2024
Q2 		$694K Hold
28,830
– – 0.01% 362
2024
Q1 		$695K Hold
28,830
– – 0.01% 368
2023
Q4 		$698K Hold
28,830
– – 0.01% 376
2023
Q3 		$690K Buy
28,830
+286
+1% +$6.86K 0.01% 371
2023
Q2 		$686K Buy
28,544
+8,958
+46% +$217K 0.01% 384
2023
Q1 		$478K Sell
19,586
-1,586
-7% -$38.4K 0.01% 418
2022
Q4 		$511K Sell
21,172
-726
-3% -$17.5K 0.01% 413
2022
Q3 		$528K Sell
21,898
-2,414
-10% -$59K 0.01% 432
2022
Q2 		$598K Buy
24,312
+740
+3% +$18.2K 0.01% 442
2022
Q1 		$584K Sell
23,572
-4,926
-17% -$124K 0.01% 454
2021
Q4 		$725K Buy
28,498
+580
+2% +$14.8K 0.01% 435
2021
Q3 		$715K Buy
27,918
+960
+4% +$24.6K 0.02% 265
2021
Q2 		$690K Buy
26,958
+4,480
+20% +$115K 0.02% 272
2021
Q1 		$577K Buy
22,478
+290
+1% +$7.45K 0.01% 273
2020
Q4 		$570K Buy
+22,188
New +$571K 0.02% 271

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UMB Bank's SCHO Position: Q2 2026 in Review

UMB Bank reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.9% in Q2 2026, selling an estimated $41.4K and leaving 27,429 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #434.

UMB Bank first reported a position in SCHO in Q4 2020 and has held it in 23 quarters since. The position peaked at $800K in Q4 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • UMB Bank held 27,429 shares of Schwab Short-Term US Treasury ETF worth $662K as of Q2 2026.
  • UMB Bank sold 1,713 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $41.4K.
  • Schwab Short-Term US Treasury ETF made up 0.01% of UMB Bank's portfolio in Q2 2026, its #434 holding.
  • UMB Bank first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 23 quarters since.
  • UMB Bank's Schwab Short-Term US Treasury ETF position peaked at $800K in Q4 2025.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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