Charles Schwab Corporation shares owned by Umb Bank N A
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Umb Bank N A
from 13F filings
Historical chart of Umb Bank N A investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Umb Bank N A consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Umb Bank N A
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 24k | 95.47 |
| 2025-06-30 | $1.6M | 21k | 78.28 |
| 2025-03-31 | $1.6M | 21k | 78.28 |
| 2024-12-31 | $1.6M | 21k | 74.01 |
| 2024-09-30 | $1.3M | 20k | 64.81 |
| 2024-06-30 | $1.5M | 21k | 73.69 |
| 2024-03-31 | $1.4M | 20k | 72.34 |
| 2023-12-31 | $1.4M | 20k | 68.80 |
| 2023-09-30 | $2.1M | 38k | 54.90 |
| 2023-06-30 | $12M | 213k | 56.68 |
| 2023-03-31 | $12M | 219k | 52.38 |
| 2022-12-31 | $18M | 218k | 83.26 |
| 2022-09-30 | $16M | 218k | 71.86 |
| 2022-06-30 | $14M | 216k | 63.17 |
| 2022-03-31 | $14M | 163k | 84.31 |
| 2021-12-31 | $13M | 156k | 84.10 |
| 2021-09-30 | $1.4M | 19k | 72.82 |
| 2021-06-30 | $1.2M | 17k | 72.79 |
| 2021-03-31 | $313k | 4.8k | 65.10 |
| 2020-12-31 | $260k | 4.9k | 52.99 |
| 2020-03-31 | $335k | 10k | 33.64 |
| 2019-12-31 | $497k | 11k | 47.55 |
| 2019-09-30 | $706k | 17k | 41.84 |
| 2019-06-30 | $950k | 24k | 40.18 |
| 2019-03-31 | $1.9M | 45k | 42.77 |
| 2018-12-31 | $1.3M | 31k | 41.52 |
| 2018-09-30 | $1.4M | 29k | 49.17 |
| 2018-06-30 | $1.5M | 29k | 51.10 |
| 2018-03-31 | $570k | 11k | 52.25 |
| 2017-12-31 | $601k | 12k | 51.35 |
| 2017-09-30 | $502k | 12k | 43.77 |
| 2017-06-30 | $403k | 9.4k | 42.99 |
| 2017-03-31 | $501k | 12k | 40.80 |
| 2016-12-31 | $485k | 12k | 39.51 |
| 2016-09-30 | $387k | 12k | 31.53 |
| 2016-06-30 | $305k | 12k | 25.30 |
| 2016-03-31 | $585k | 21k | 28.00 |
| 2015-12-31 | $4.9M | 148k | 32.93 |
| 2015-09-30 | $362k | 13k | 28.53 |
| 2015-06-30 | $456k | 14k | 32.66 |
| 2015-03-31 | $426k | 14k | 30.47 |
| 2014-12-31 | $413k | 14k | 30.17 |
| 2014-09-30 | $403k | 14k | 29.43 |
| 2014-06-30 | $397k | 15k | 26.91 |
| 2014-03-31 | $408k | 15k | 27.33 |
| 2013-12-31 | $407k | 16k | 25.96 |
| 2013-09-30 | $636k | 30k | 21.22 |
| 2013-06-30 | $636k | 30k | 21.22 |
| 2013-03-31 | $565k | 32k | 17.69 |
| 2012-12-31 | $471k | 33k | 14.37 |
| 2012-09-30 | $381k | 30k | 12.77 |
| 2012-06-30 | $456k | 35k | 12.94 |
| 2012-03-31 | $443k | 31k | 14.36 |
| 2011-12-31 | $371k | 33k | 11.25 |
| 2011-09-30 | $590k | 52k | 11.26 |
| 2011-06-30 | $1.1M | 67k | 16.46 |
| 2011-03-31 | $1.3M | 72k | 18.02 |
| 2010-12-31 | $1.2M | 72k | 17.11 |