UMB Bank, n.a.

Position in SCHW — Schwab Charles Corp

CIK 933429 Kansas City, MO

Position in SCHW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,254,524

-$97,983 QoQ

Shares Held

24,434

-2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#896

of 2,301 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Financial Services · as of Jun 30, 2026

UMB Bank, n.a. holds $53,636,437 across 32 Capital Markets names. SCHW ranks #4 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	159,718	$33,387,450
2	IBKR	Interactive Brokers Group, Inc.	94,985	$8,267,494
3	GS	Goldman Sachs Group Inc	7,402	$7,486,160
4	SCHW	Schwab Charles Corp This page	24,434	$2,254,524
5	HOOD	Robinhood Markets, Inc.	5,148	$516,241
6	JEF	Jefferies Financial Group Inc.	9,181	$458,865
7	EVR	Evercore Inc.	580	$198,034
8	SF	Stifel Financial Corp	2,719	$189,704

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,254,524	24,434	-2.4%	Shares	Defined	2026-08-13
2026-03-31	$2,352,507	25,032	-2.4%	Shares	Defined	2026-05-11
2025-12-31	$2,562,391	25,647	+8.3%	Shares	Defined	2026-02-13
2025-09-30	$2,260,824	23,681	+10.9%	Shares	Defined	2025-11-04
2025-06-30	$1,947,882	21,349	+1.9%	Shares	Sole	2025-07-11
2025-03-31	$1,639,887	20,949	-1.6%	Shares	Defined	2025-04-14
2024-12-31	$1,575,302	21,285	+4.7%	Shares	Defined	2025-01-16
2024-09-30	$1,317,003	20,321	-2.5%	Shares	Defined	2024-10-09
2024-06-30	$1,535,478	20,837	+4.7%	Shares	Defined	2024-07-29
2024-03-31	$1,439,348	19,897	-0.1%	Shares	Defined	2024-04-26
2023-12-31	$1,369,807	19,910	-47.2%	Shares	Defined	2024-01-23
2023-09-30	$2,069,455	37,695	-82.3%	Shares	Defined	2023-10-18
2023-06-30	$12,061,390	212,798	-2.8%	Shares	Defined	2023-07-25
2023-03-31	$11,465,091	218,883	+0.5%	Shares	Defined	2023-04-11
2022-12-31	$18,131,446	217,769	+0.1%	Shares	Defined	2023-01-10
2022-09-30	$15,629,209	217,465	+0.9%	Shares	Defined	2022-10-13
2022-06-30	$13,616,932	215,526	+32.0%	Shares	Defined	2022-07-20
2022-03-31	$13,760,824	163,217	+4.8%	Shares	Defined	2022-04-22
2021-12-31	$13,097,901	155,742	+737.1%	Shares	Defined	2022-02-09
2021-09-30	$1,355,188	18,605	+10.4%	Shares	Sole	2021-10-18
2021-06-30	$1,226,993	16,852	+250.4%	Shares	Sole	2021-07-26
2021-03-31	$313,515	4,810	-1.8%	Shares	Sole	2021-04-15
2020-12-31	$259,842	4,899	-50.9%	Shares	Sole	2021-02-04
2020-03-31	$335,191	9,970	—	Shares	Sole	2020-05-26
No filing history on record for this holder in this stock.