BOK Financial Private Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
|
|||||
|
2025
Q1 | $2.2M | Buy |
|
|||||
|
2024
Q4 | $1.68M | Buy |
|
|||||
|
2024
Q3 | $1.67M | Sell |
|
|||||
|
2024
Q2 | $1.72M | Buy |
|
|||||
|
2024
Q1 | $1.75M | Buy |
|
|||||
|
2023
Q4 | $1.46M | Buy |
|
|||||
|
2023
Q3 | $1.25M | Hold |
|
|||||
|
2023
Q2 | $1.28M | Sell |
|
|||||
|
2023
Q1 | $1.32M | Sell |
|
|||||
|
2022
Q4 | $1.44M | Sell |
|
|||||
|
2022
Q3 | $1.58M | Buy |
|
|||||
|
2022
Q2 | $1.54M | Buy |
|
|||||
|
2022
Q1 | $1.29M | Buy |
|
|||||
|
2021
Q4 | $1.17M | Buy |
|
|||||
|
2021
Q3 | $835K | Buy |
|
|||||
|
2021
Q2 | $684K | Sell |
|
|||||
|
2021
Q1 | $706K | Sell |
|
|||||
|
2020
Q4 | $644K | Sell |
|
|||||
|
2020
Q3 | $601K | Hold |
|
|||||
|
2020
Q2 | $563K | Sell |
|
|||||
|
2020
Q1 | $786K | Sell |
|
|||||
|
2019
Q4 | $1.27M | Sell |
|
|||||
|
2019
Q3 | $1.23M | Hold |
|
|||||
|
2019
Q2 | $1.19M | Sell |
|
|||||
|
2019
Q1 | $1.19M | Sell |
|
|||||
|
2018
Q4 | $1.32M | Buy |
|
|||||
|
2018
Q3 | $1.28M | Sell |
|
|||||
|
2018
Q2 | $1.21M | Hold |
|
|||||
|
2018
Q1 | $1.21M | Hold |
|
|||||
|
2017
Q4 | $1.26M | Hold |
|
|||||
|
2017
Q3 | $1.15M | Hold |
|
|||||
|
2017
Q2 | $1.11M | Hold |
|
|||||
|
2017
Q1 | $1.1M | Sell |
|
|||||
|
2016
Q4 | $1.08M | Buy |
|
|||||
|
2016
Q3 | $873K | Buy |
|
|||||
|
2016
Q2 | $855K | Buy |
|