Back to CHARLES SCHWAB INVESTMENT MANAGEMENT INC CHARLES SCHWAB INVESTMENT MANAGEMENT INC

UMBFUMBF
Showing 8 of 30 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in UMB FINL CORP

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 966,744 shares of UMBF (UMB FINL CORP), worth $109M as of 2026-Q1. The position was increased (+0.6% shares). UMBF represents 0.0% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$109M

Current Shares

966,744

Total Value Change

+$62.7M

Total Shares Change

+410,694

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
966,744
+0.6%
$109M0.0%$117.74
30
2025-Q4
Decreased
960,831
-1.4%
$110.5M0.0%$116.68
0
2025-Q3
Increased
974,499
+21.0%
$115.3M0.0%$118.04
36
2025-Q2
Decreased
805,459
-1.0%
$84.7M0.0%$105.27
0
2025-Q1
Increased
813,757
+44.3%
$82.3M0.0%$99.11
40
2024-Q4
Decreased
563,762
-2.8%
$63.6M0.0%$111.41
0
2024-Q3
Increased
580,174
+4.3%
$61M0.0%$102.25
31
2024-Q2
Increased
556,050
+0.9%
$46.4M0.0%$81.62
29

Other major holders of UMBF: BlackRock, Inc., VANGUARD GROUP INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used