UMB Bank’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

UMB Bank’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$967K	Sell	27,780 -354	-1%	-$11.7K	0.01%	369
2026 Q1	$858K	Hold	28,134	–	–	0.01%	379
2025 Q4	$833K	Buy	28,134 +1,683	+6%	+$49.2K	0.01%	388
2025 Q3	$770K	Hold	26,451	–	–	0.01%	371
2025 Q2	$732K	Hold	26,451	–	–	0.01%	360
2025 Q1	$703K	Hold	26,451	–	–	0.01%	367
2024 Q4	$690K	Hold	26,451	–	–	0.01%	368
2024 Q3	$709K	Sell	26,451 -2,271	-8%	-$58.3K	0.01%	362
2024 Q2	$709K	Hold	28,722	–	–	0.01%	359
2024 Q1	$727K	Sell	28,722 -300	-1%	-$7.19K	0.01%	363
2023 Q4	$678K	Buy	29,022 +2,625	+10%	+$57.4K	0.01%	378
2023 Q3	$567K	Hold	26,397	–	–	0.01%	389
2023 Q2	$590K	Hold	26,397	–	–	0.01%	393
2023 Q1	$577K	Hold	26,397	–	–	0.01%	396
2022 Q4	$581K	Hold	26,397	–	–	0.01%	398
2022 Q3	$515K	Hold	26,397	–	–	0.01%	436
2022 Q2	$549K	Buy	26,397 +21,726	+465%	+$488K	0.01%	454
2022 Q1	$111K	Hold	4,671	–	–	﹤0.01%	763
2021 Q4	$114K	Buy	+4,671	New	+$111K	﹤0.01%	781

Other funds holding SCHV

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

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

UMB Bank's SCHV Position: Q2 2026 in Review

UMB Bank reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.3% in Q2 2026, selling an estimated $11.7K and leaving 27,780 shares worth $967K. The position accounts for 0.01% of the portfolio, ranked #369.

UMB Bank first reported a position in SCHV in Q4 2021 and has held it in 19 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

UMB Bank held 27,780 shares of Schwab US Large-Cap Value ETF worth $967K as of Q2 2026.
UMB Bank sold 354 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $11.7K.
Schwab US Large-Cap Value ETF made up 0.01% of UMB Bank's portfolio in Q2 2026, its #369 holding.
UMB Bank first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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