UMB Bank’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $190K | Hold |
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|
2025
Q2 | $176K | Hold |
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|
2025
Q1 | $159K | Hold |
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|
2024
Q4 | $167K | Hold |
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|
2024
Q3 | $163K | Hold |
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|
2024
Q2 | $154K | Sell |
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|
2024
Q1 | $215K | Buy |
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|
2023
Q4 | $135K | Hold |
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|
2023
Q3 | $121K | Hold |
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|
2023
Q2 | $126K | Hold |
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|
2023
Q1 | $116K | Hold |
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|
2022
Q4 | $108K | Hold |
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|
2022
Q3 | $102K | Hold |
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|
2022
Q2 | $107K | Sell |
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|
2022
Q1 | $138K | Sell |
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|
2021
Q4 | $248K | Buy |
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|
2021
Q3 | $218K | Hold |
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|
2021
Q2 | $218K | Buy |
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