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BOK Financial Private Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

BOK Financial Private Wealth’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$186K Hold
6,402
– – 0.01% 178
2025
Q4 		$182K Hold
6,402
– – 0.01% 189
2025
Q3 		$179K Hold
6,402
– – 0.01% 176
2025
Q2 		$162K Sell
6,402
-1,427
-18% -$33.7K 0.01% 181
2025
Q1 		$183K Sell
7,829
-624
-7% -$15.9K 0.01% 178
2024
Q4 		$219K Buy
8,453
+2,023
+31% +$53.8K 0.02% 170
2024
Q3 		$166K Sell
6,430
-210
-3% -$5.21K 0.01% 177
2024
Q2 		$158K Sell
6,640
-28
-0.4% -$664 0.01% 178
2024
Q1 		$164K Sell
6,668
-160
-2% -$3.75K 0.01% 179
2023
Q4 		$161K Sell
6,828
-14
-0.2% -$295 0.01% 176
2023
Q3 		$142K Sell
6,842
-128
-2% -$2.81K 0.01% 173
2023
Q2 		$153K Sell
6,970
-292
-4% -$6.09K 0.01% 168
2023
Q1 		$152K Sell
7,262
-74
-1% -$1.59K 0.01% 172
2022
Q4 		$149K Sell
7,336
-4,560
-38% -$93.4K 0.01% 173
2022
Q3 		$225K Hold
11,896
– – 0.02% 163
2022
Q2 		$232K Sell
11,896
-5,818
-33% -$124K 0.02% 165
2022
Q1 		$419K Buy
17,714
+126
+0.7% +$2.97K 0.03% 190
2021
Q4 		$450K Sell
17,588
-140
-0.8% -$3.62K 0.03% 181
2021
Q3 		$444K Sell
17,728
-164
-0.9% -$4.17K 0.04% 159
2021
Q2 		$466K Sell
17,892
-272
-1% -$6.95K 0.04% 143
2021
Q1 		$453K Sell
18,164
-1,608
-8% -$39.5K 0.04% 134
2020
Q4 		$440K Sell
19,772
-3,544
-15% -$70.6K 0.04% 125
2020
Q3 		$398K Sell
23,316
-3,400
-13% -$58.5K 0.04% 127
2020
Q2 		$436K Sell
26,716
-5,596
-17% -$83.8K 0.05% 123
2020
Q1 		$416K Sell
32,312
-5,056
-14% -$85.9K 0.05% 136
2019
Q4 		$707K Sell
37,368
-848
-2% -$15.3K 0.06% 115
2019
Q3 		$666K Sell
38,216
-13,392
-26% -$236K 0.09% 61
2019
Q2 		$922K Sell
51,608
-11,168
-18% -$197K 0.13% 51
2019
Q1 		$1.1M Sell
62,776
-4,096
-6% -$70.1K 0.15% 45
2018
Q4 		$1.01M Buy
66,872
+12,204
+22% +$206K 0.14% 48
2018
Q3 		$1.04M Sell
54,668
-3,136
-5% -$59.8K 0.17% 38
2018
Q2 		$1.06M Sell
57,804
-2,868
-5% -$51.9K 0.17% 36
2018
Q1 		$1.05M Buy
60,672
+816
+1% +$14.4K 0.17% 37
2017
Q4 		$1.04M Buy
59,856
+5,948
+11% +$102K 0.17% 40
2017
Q3 		$908K Sell
53,908
-1,656
-3% -$26.6K 0.15% 40
2017
Q2 		$888K Buy
55,564
+988
+2% +$15.6K 0.13% 47
2017
Q1 		$859K Sell
54,576
-5,440
-9% -$85.2K 0.12% 51
2016
Q4 		$922K Sell
60,016
-332
-0.6% -$4.88K 0.14% 49
2016
Q3 		$868K Buy
60,348
+672
+1% +$9.53K 0.13% 52
2016
Q2 		$806K Buy
59,676
+23,736
+66% +$315K 0.13% 52
2016
Q1 		$468K Buy
35,940
+2,156
+6% +$26.1K 0.08% 45
2015
Q4 		$440K Buy
33,784
+1,992
+6% +$26.6K 0.08% 48
2015
Q3 		$404K Buy
31,792
+1,744
+6% +$24K 0.07% 47
2015
Q2 		$432K Buy
30,048
+1,996
+7% +$28.9K 0.07% 47
2015
Q1 		$404K Buy
28,052
+964
+4% +$13.5K 0.07% 49
2014
Q4 		$373K Buy
27,088
+1,756
+7% +$23.3K 0.06% 51
2014
Q3 		$326K Sell
25,332
-260
-1% -$3.47K 0.05% 53
2014
Q2 		$351K Buy
25,592
+272
+1% +$3.59K 0.06% 51
2014
Q1 		$339K Buy
25,320
+672
+3% +$8.88K 0.06% 50
2013
Q4 		$324K Buy
24,648
+1,548
+7% +$19.5K 0.06% 50
2013
Q3 		$278K Buy
23,100
+1,528
+7% +$18K 0.06% 53
2013
Q2 		$237K Buy
+21,572
New +$234K 0.05% 45

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BOK Financial Private Wealth's SCHA Position: Q1 2026 in Review

BOK Financial Private Wealth held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 6,402 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #178.

BOK Financial Private Wealth first reported a position in SCHA in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.1M in Q1 2019. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • BOK Financial Private Wealth held 6,402 shares of Schwab U.S Small- Cap ETF worth $186K as of Q1 2026.
  • BOK Financial Private Wealth left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
  • Schwab U.S Small- Cap ETF made up 0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #178 holding.
  • BOK Financial Private Wealth first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • BOK Financial Private Wealth's Schwab U.S Small- Cap ETF position peaked at $1.1M in Q1 2019.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.