Umb Bank, N.A. Schwab Strategic Tr Us Dividen Transaction History

Umb Bank, N.A.

  • $6.22 Billion
  • Q4 2024

A detailed history of Umb Bank, N.A. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Umb Bank, N.A. holds 8,100 shares of SCHD stock, worth $230,526. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,100
Previous 2,700 200.0%
Holding current value
$230,526
Previous $228,000 3.07%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$26.93 - $84.95 $145,422 - $458,730
5,400 Added 200.0%
8,100 $221,000
Q4 2023

Jan 23, 2024
SELL
$66.9 - $76.32 $56,530 - $64,490
-845 Reduced 23.84%
2,700 $205,000
Q2 2023

Jul 25, 2023
BUY
$69.18 - $73.94 $27,326 - $29,206
395 Added 12.54%
3,545 $257,000
Q1 2023

Apr 11, 2023
BUY
$70.28 - $78.03 $31,626 - $35,113
450 Added 16.67%
3,150 $230,000
Q3 2022

Oct 13, 2022
SELL
$66.43 - $77.87 $264,590 - $310,156
-3,983 Reduced 59.6%
2,700 $179,000
Q1 2022

Apr 22, 2022
BUY
$75.14 - $81.94 $29,454 - $32,120
392 Added 6.23%
6,683 $527,000
Q4 2021

Feb 09, 2022
BUY
$74.93 - $80.86 $471,384 - $508,690
6,291 New
6,291 $509,000

Others Institutions Holding SCHD

# of Institutions
1,944
Shares Held
825M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Umb Bank, N.A. Portfolio

Follow Umb Bank, N.A. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Umb Bank, N.A., based on Form 13F filings with the SEC.

News

Stay updated on Umb Bank, N.A. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email