UMB Bank’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.26M | Buy |
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|
2025
Q2 | $1.95M | Buy |
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|
2025
Q1 | $1.64M | Sell |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.54M | Buy |
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $1.37M | Sell |
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|
2023
Q3 | $2.07M | Sell |
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|
2023
Q2 | $12.1M | Sell |
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|
2023
Q1 | $11.5M | Buy |
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|
2022
Q4 | $18.1M | Buy |
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|
2022
Q3 | $15.6M | Buy |
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|
2022
Q2 | $13.6M | Buy |
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|
2022
Q1 | $13.8M | Buy |
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|
2021
Q4 | $13.1M | Buy |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $313K | Sell |
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|
2020
Q4 | $260K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $335K | Sell |
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|
2019
Q4 | $497K | Sell |
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|
2019
Q3 | $706 | Sell |
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|
2019
Q2 | $949 | Sell |
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|
2019
Q1 | $1.93M | Buy |
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|
2018
Q4 | $1.27K | Buy |
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|
2018
Q3 | $1.43M | Buy |
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|
2018
Q2 | $1.47M | Buy |
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|
2018
Q1 | $570K | Sell |
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|
2017
Q4 | $601K | Buy |
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|
2017
Q3 | $502K | Buy |
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|
2017
Q2 | $402K | Sell |
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|
2017
Q1 | $501K | Hold |
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|
2016
Q4 | $485K | Hold |
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|
2016
Q3 | $387K | Buy |
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|
2016
Q2 | $305K | Sell |
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|
2016
Q1 | $585K | Sell |
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|
2015
Q4 | $4.86M | Buy |
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|
2015
Q3 | $362K | Sell |
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|
2015
Q2 | $456 | Sell |
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|
2015
Q1 | $426 | Buy |
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|
2014
Q4 | $413K | Hold |
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|
2014
Q3 | $403 | Sell |
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|
2014
Q2 | $396K | Sell |
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|
2014
Q1 | $408K | Sell |
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|
2013
Q4 | $407 | Sell |
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|
2013
Q3 | $385 | Sell |
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|
2013
Q2 | $636 | Buy |
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