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

UMB Bank’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$214K	Buy	8,340 +1,440	+21%	+$38.6K	﹤0.01%	671
2025 Q4	$186K	Sell	6,900 -300	-4%	-$8.01K	﹤0.01%	698
2025 Q3	$190K	Hold	7,200	–	–	﹤0.01%	633
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%	-$65.8K	﹤0.01%	606
2024 Q1	$215K	Buy	10,386 +3,186	+44%	+$62.7K	﹤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%	-$8.07K	﹤0.01%	742
2022 Q1	$138K	Sell	7,698 -5,400	-41%	-$95.6K	﹤0.01%	718
2021 Q4	$248K	Buy	13,098 +498	+4%	+$9.2K	﹤0.01%	623
2021 Q3	$218K	Hold	12,600	–	–	﹤0.01%	353
2021 Q2	$218K	Buy	+12,600	New	+$213K	0.01%	351

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UMB Bank's SCHX Position: Q1 2026 in Review

UMB Bank increased its Schwab US Large- Cap ETF (SCHX) stake by 21% in Q1 2026, buying an estimated $38.6K and bringing the position to 8,340 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

UMB Bank first reported a position in SCHX in Q2 2021 and has held it in 20 quarters since. The position peaked at $248K in Q4 2021. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

UMB Bank held 8,340 shares of Schwab US Large- Cap ETF worth $214K as of Q1 2026.
UMB Bank bought 1,440 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $38.6K.
Schwab US Large- Cap ETF made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #671 holding.
UMB Bank first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 20 quarters since.
UMB Bank's Schwab US Large- Cap ETF position peaked at $248K in Q4 2021.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.