CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in UMBF — Umb Financial Corp

CIK 884546 SAN FRANCISCO, CA

Position in UMBF

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$109,039,055

-$1,494,943 QoQ

Shares Held

966,744

+0.6% QoQ

Ownership

1.27%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.99793119998675.ToString("F0")% Shared 0.ToString("F0")% None 0.0020688000132403203.ToString("F0")%

Financial Services · as of Mar 31, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $10,906,103,040 across 268 Banks - Regional names. UMBF ranks #16 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FITB	Fifth Third Bancorp	26,478,466	$1,230,189,530
2	PNC	Pnc Financial Services Group, Inc.	4,194,441	$872,821,226
3	TFC	Truist Financial Corp	17,700,985	$813,714,279
4	RF	Regions Financial Corp	25,571,718	$667,933,274
5	USB	US Bancorp De	10,440,090	$542,989,080
6	EWBC	East West Bancorp Inc	4,049,835	$432,360,384
7	CFG	Citizens Financial Group Inc/Ri	6,679,483	$400,568,593
8	COLB	Columbia Banking System, Inc.	10,439,791	$286,363,467

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$109,039,055	966,744	+0.6%	Shares	Sole	2026-05-15
2025-12-31	$110,533,998	960,831	-1.4%	Shares	Sole	2026-02-13
2025-09-30	$115,331,956	974,499	+21.0%	Shares	Sole	2025-11-10
2025-06-30	$84,702,068	805,459	-1.0%	Shares	Sole	2025-08-12
2025-03-31	$82,270,832	813,757	+44.3%	Shares	Sole	2025-09-15
2024-12-31	$63,626,179	563,762	-2.8%	Shares	Sole	2025-02-06
2024-09-30	$60,982,089	580,174	+4.3%	Shares	Sole	2024-11-12
2024-06-30	$46,385,691	556,050	+0.9%	Shares	Sole	2024-08-12
2024-03-31	$47,936,622	551,059	+4.6%	Shares	Sole	2024-05-09
2023-12-31	$44,009,711	526,747	+3.1%	Shares	Sole	2024-02-06
2023-09-30	$31,708,480	511,015	+1.7%	Shares	Sole	2023-11-08
2023-06-30	$30,614,430	502,700	+4.1%	Shares	Sole	2023-08-10
2023-03-31	$27,878,067	482,988	+1.0%	Shares	Sole	2023-05-12
2022-12-31	$39,945,611	478,276	+3.5%	Shares	Sole	2023-02-13
2022-09-30	$38,949,481	462,089	+7.7%	Shares	Sole	2022-11-14
2022-06-30	$36,951,364	429,168	+0.8%	Shares	Sole	2022-08-15
2022-03-31	$41,382,970	425,926	+3.0%	Shares	Sole	2022-05-13
2021-12-31	$43,869,375	413,433	+1.2%	Shares	Sole	2022-02-11
2021-09-30	$39,496,170	408,398	-0.3%	Shares	Sole	2021-11-16
2021-06-30	$38,111,885	409,541	+1.1%	Shares	Sole	2021-08-16
2021-03-31	$37,387,648	404,935	+0.0%	Shares	Sole	2021-05-17
2020-12-31	$27,930,808	404,853	+0.5%	Shares	Sole	2021-02-16
2020-09-30	$19,751,177	403,003	-0.5%	Shares	Sole	2020-11-13
2020-06-30	$20,888,833	405,215	-0.3%	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.