UMB Bank’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Hold |
7,200
| – | – | ﹤0.01% | 621 |
|
|
2025
Q1 | $159K | Hold |
7,200
| – | – | ﹤0.01% | 621 |
|
|
2024
Q4 | $167K | Hold |
7,200
| – | – | ﹤0.01% | 588 |
|
|
2024
Q3 | $163K | Hold |
7,200
| – | – | ﹤0.01% | 613 |
|
|
2024
Q2 | $154K | Sell |
7,200
-3,186
| -31% | -$68.2K | ﹤0.01% | 606 |
|
|
2024
Q1 | $215K | Buy |
10,386
+3,186
| +44% | +$65.9K | ﹤0.01% | 556 |
|
|
2023
Q4 | $135K | Hold |
7,200
| – | – | ﹤0.01% | 650 |
|
|
2023
Q3 | $121K | Hold |
7,200
| – | – | ﹤0.01% | 660 |
|
|
2023
Q2 | $126K | Hold |
7,200
| – | – | ﹤0.01% | 664 |
|
|
2023
Q1 | $116K | Hold |
7,200
| – | – | ﹤0.01% | 666 |
|
|
2022
Q4 | $108K | Hold |
7,200
| – | – | ﹤0.01% | 682 |
|
|
2022
Q3 | $102K | Hold |
7,200
| – | – | ﹤0.01% | 726 |
|
|
2022
Q2 | $107K | Sell |
7,200
-498
| -6% | -$7.4K | ﹤0.01% | 742 |
|
|
2022
Q1 | $138K | Sell |
7,698
-5,400
| -41% | -$96.8K | ﹤0.01% | 718 |
|
|
2021
Q4 | $248K | Buy |
13,098
+498
| +4% | +$9.43K | ﹤0.01% | 623 |
|
|
2021
Q3 | $218K | Hold |
12,600
| – | – | ﹤0.01% | 353 |
|
|
2021
Q2 | $218K | Buy |
+12,600
| New | +$218K | 0.01% | 351 |
|