BOK Financial Private Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $126K | Sell |
|
|||||
|
2025
Q2 | $138K | Buy |
|
|||||
|
2025
Q1 | $71.5K | Hold |
|
|||||
|
2024
Q4 | $79.6K | Sell |
|
|||||
|
2024
Q3 | $74.4K | Hold |
|
|||||
|
2024
Q2 | $72.1K | Hold |
|
|||||
|
2024
Q1 | $66.2K | Hold |
|
|||||
|
2023
Q4 | $59.2K | Sell |
|
|||||
|
2023
Q3 | $59K | Hold |
|
|||||
|
2023
Q2 | $60.8K | Hold |
|
|||||
|
2023
Q1 | $52.8K | Hold |
|
|||||
|
2022
Q4 | $45K | Hold |
|
|||||
|
2022
Q3 | $45K | Hold |
|
|||||
|
2022
Q2 | $47K | Buy |
|