UMB Financial Corporation shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of UMB Financial Corporation (UMBF) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in UMB Financial Corporation
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Quarterly reported holdings in UMB Financial Corporation by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $44M | 527k | 83.55 |
| 2023-09-30 | $32M | 511k | 62.05 |
| 2023-06-30 | $31M | 503k | 60.90 |
| 2023-03-31 | $28M | 483k | 57.72 |
| 2022-12-31 | $40M | 478k | 83.52 |
| 2022-09-30 | $39M | 462k | 84.29 |
| 2022-06-30 | $37M | 429k | 86.10 |
| 2022-03-31 | $41M | 426k | 97.16 |
| 2021-12-31 | $44M | 413k | 106.11 |
| 2021-09-30 | $40M | 408k | 96.71 |
| 2021-06-30 | $38M | 410k | 93.06 |
| 2021-03-31 | $37M | 405k | 92.33 |
| 2020-12-31 | $28M | 405k | 68.99 |
| 2020-09-30 | $20M | 403k | 49.01 |
| 2020-06-30 | $21M | 405k | 51.55 |
| 2020-03-31 | $19M | 407k | 46.38 |
| 2019-12-31 | $24M | 356k | 68.64 |
| 2019-09-30 | $23M | 348k | 64.58 |
| 2019-06-30 | $22M | 339k | 65.82 |
| 2019-03-31 | $21M | 334k | 64.04 |
| 2018-12-31 | $19M | 314k | 60.97 |
| 2018-09-30 | $22M | 314k | 70.90 |
| 2018-06-30 | $22M | 294k | 76.23 |
| 2018-03-31 | $20M | 277k | 72.39 |
| 2017-12-31 | $19M | 263k | 71.92 |
| 2017-09-30 | $19M | 250k | 74.49 |
| 2017-06-30 | $18M | 240k | 74.86 |
| 2017-03-31 | $16M | 217k | 75.31 |
| 2016-12-31 | $16M | 201k | 77.12 |
| 2016-09-30 | $11M | 187k | 59.45 |
| 2016-06-30 | $9.2M | 173k | 53.22 |
| 2016-03-31 | $8.4M | 162k | 51.63 |
| 2015-12-31 | $7.4M | 158k | 46.56 |
| 2015-09-30 | $7.6M | 149k | 50.82 |
| 2015-06-30 | $7.9M | 138k | 57.02 |
| 2015-03-31 | $6.8M | 130k | 52.89 |
| 2014-12-31 | $6.8M | 119k | 56.90 |
| 2014-09-30 | $6.3M | 115k | 54.56 |
| 2014-06-30 | $7.3M | 115k | 63.39 |
| 2014-03-31 | $8.0M | 124k | 64.71 |
| 2013-12-31 | $9.6M | 149k | 64.28 |
| 2013-09-30 | $7.9M | 143k | 55.51 |
| 2013-06-30 | $5.4M | 96k | 56.56 |
| 2013-03-31 | $4.1M | 84k | 48.80 |
| 2012-12-31 | $3.3M | 76k | 43.85 |
| 2012-09-30 | $4.1M | 85k | 48.72 |
| 2012-06-30 | $6.7M | 130k | 51.64 |
| 2012-03-31 | $5.9M | 130k | 45.38 |
| 2011-12-31 | $5.9M | 158k | 37.25 |
| 2011-09-30 | $6.2M | 201k | 30.96 |
| 2011-06-30 | $8.3M | 194k | 42.83 |
| 2011-03-31 | $7.2M | 191k | 37.55 |
| 2010-12-31 | $2.3M | 55k | 41.44 |
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