Umb Bank, N.A. Schwab Strategic U.S. Mid Cap Transaction History

Umb Bank, N.A.

$6.22 Billion
Q4 2024

A detailed history of Umb Bank, N.A. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Umb Bank, N.A. holds 1,323 shares of SCHM stock, worth $38,419. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,323

Previous 441 200.0%

Holding current value

$38,419

Previous $36,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$27.54 - $83.04 $24,290 - $73,241	882 Added 200.0%	1,323 $36,000
Q2 2024 Jul 29, 2024	SELL	$75.69 - $81.19 $597,951 - $641,401	-7,900 Reduced 94.71%	441 $34,000
Q3 2023 Oct 18, 2023	BUY	$66.75 - $73.98 $527,325 - $584,442	7,900 Added 1791.38%	8,341 $564,000
Q3 2022 Oct 13, 2022	SELL	$60.5 - $72.51 $226,572 - $271,549	-3,745 Reduced 89.46%	441 $27,000
Q1 2022 Apr 22, 2022	SELL	$70.66 - $80.89 $40,276 - $46,107	-570 Reduced 11.98%	4,186 $318,000
Q4 2021 Feb 09, 2022	BUY	$76.01 - $83.39 $361,503 - $396,602	4,756 New	4,756 $383,000

Others Institutions Holding SCHM

# of Institutions

960

Shares Held

142M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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