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Disclosery

UMB Bank, n.a.: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UMB Bank, n.a. on SCHG, newest first. How the timeline and the estimate are built.

UMB Bank, n.a. held 33,387 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,387 shares
    Change vs previous 13F +4,935 shares

    0.01% of the 13F portfolio, value $1,129,816.

    13F-HR 0000933429-26-000033 filed by UMB Bank, n.a.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 28,452 shares
    Change vs previous 13F -6,736 shares

    0.01% of the 13F portfolio, value $828,807.

    13F-HR 0000933429-26-000030 filed by UMB Bank, n.a.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 35,188 shares
    Change vs previous 13F +2,581 shares

    0.02% of the 13F portfolio, value $1,147,833.

    13F-HR 0000933429-26-000014 filed by UMB Bank, n.a.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 32,607 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,040,489.

    13F-HR 0000933429-25-000028 filed by UMB Bank, n.a.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 32,607 shares
    Change vs previous 13F -1,011 shares

    0.01% of the 13F portfolio, value $952,450.

    13F-HR/A 0000933429-25-000025 filed by UMB Bank, n.a.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,618 shares
    Change vs previous 13F -476 shares

    0.01% of the 13F portfolio, value $841,795.

    13F-HR 0000933429-25-000006 filed by UMB Bank, n.a.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,094 shares
    Change vs previous 13F +25,459 shares

    0.02% of the 13F portfolio, value $950,200.

    13F-HR 0000933429-25-000005 filed by UMB Bank, n.a.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,635 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $899,594.

    13F-HR 0000933429-24-000017 filed by UMB Bank, n.a.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).