CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in UMBF — Umb Financial Corp
CIK 884546
SAN FRANCISCO, CA
Position in UMBF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$137,710,007
+$28,670,952 QoQ
Shares Held
964,626
-0.2% QoQ
Ownership
1.27%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#16
of 480 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $13,093,894,202 across 262 Banks - Regional names. UMBF ranks #15 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
29,371,774 | $1,655,686,900 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,288,913 | $1,056,016,157 | |
| 3 | TFC |
Truist Financial Corp
|
17,608,073 | $877,234,196 | |
| 4 | RF |
Regions Financial Corp
|
27,773,516 | $838,760,183 | |
| 5 | USB |
US Bancorp De
|
10,450,430 | $631,205,971 | |
| 6 | EWBC |
East West Bancorp Inc
|
4,453,454 | $574,896,376 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
6,553,067 | $459,173,403 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
11,025,378 | $353,363,364 |
All Filings in UMBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,710,007 | 964,626 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $109,039,055 | 966,744 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $110,533,998 | 960,831 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $115,331,956 | 974,499 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $84,702,068 | 805,459 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $82,270,832 | 813,757 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $63,626,179 | 563,762 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $60,982,089 | 580,174 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $46,385,691 | 556,050 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $47,936,622 | 551,059 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $44,009,711 | 526,747 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $31,708,480 | 511,015 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $30,614,430 | 502,700 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $27,878,067 | 482,988 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $39,945,611 | 478,276 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $38,949,481 | 462,089 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $36,951,364 | 429,168 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $41,382,970 | 425,926 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $43,869,375 | 413,433 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $39,496,170 | 408,398 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $38,111,885 | 409,541 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $37,387,648 | 404,935 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $27,930,808 | 404,853 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $19,751,177 | 403,003 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $20,888,833 | 405,215 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $18,852,635 | 406,482 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||