BOK Financial Private Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

BOK Financial Private Wealth’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$124K	Sell	3,656 -106	-3%	-$3.51K	0.01%	214
2026 Q1	$110K	Sell	3,762 -56	-1%	-$1.74K	0.01%	211
2025 Q4	$125K	Sell	3,818 -136	-3%	-$4.42K	0.01%	207
2025 Q3	$126K	Sell	3,954 -756	-16%	-$23K	0.01%	194
2025 Q2	$138K	Buy	4,710 +1,855	+65%	+$49K	0.01%	191
2025 Q1	$71.5K	Hold	2,855	–	–	0.01%	234
2024 Q4	$79.6K	Sell	2,855 -1	-0%	-$27	0.01%	228
2024 Q3	$74.4K	Hold	2,856	–	–	0.01%	230
2024 Q2	$72.1K	Hold	2,856	–	–	0.01%	226
2024 Q1	$66.2K	Hold	2,856	–	–	﹤0.01%	233
2023 Q4	$59.2K	Sell	2,856 -388	-12%	-$7.5K	﹤0.01%	227
2023 Q3	$59K	Hold	3,244	–	–	0.01%	218
2023 Q2	$60.8K	Hold	3,244	–	–	0.01%	216
2023 Q1	$52.8K	Hold	3,244	–	–	﹤0.01%	239
2022 Q4	$45K	Hold	3,244	–	–	﹤0.01%	239
2022 Q3	$45K	Hold	3,244	–	–	﹤0.01%	251
2022 Q2	$47K	Buy	+3,244	New	+$51.9K	﹤0.01%	252

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BOK Financial Private Wealth's SCHG Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.8% in Q2 2026, selling an estimated $3.51K and leaving 3,656 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #214.

BOK Financial Private Wealth first reported a position in SCHG in Q2 2022 and has held it in 17 quarters since. The position peaked at $138K in Q2 2025. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

BOK Financial Private Wealth held 3,656 shares of Schwab US Large-Cap Growth ETF worth $124K as of Q2 2026.
BOK Financial Private Wealth sold 106 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $3.51K.
Schwab US Large-Cap Growth ETF made up 0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #214 holding.
BOK Financial Private Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
BOK Financial Private Wealth's Schwab US Large-Cap Growth ETF position peaked at $138K in Q2 2025.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.