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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

BOK Financial Private Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.5% in Q1 2026, selling an estimated $1.74K and leaving 3,762 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #211.

BOK Financial Private Wealth first reported a position in SCHG in Q2 2022 and has held it in 16 quarters since. The position peaked at $138K in Q2 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

BOK Financial Private Wealth held 3,762 shares of Schwab US Large-Cap Growth ETF worth $110K as of Q1 2026.
BOK Financial Private Wealth sold 56 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.74K.
Schwab US Large-Cap Growth ETF made up 0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #211 holding.
BOK Financial Private Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
BOK Financial Private Wealth's Schwab US Large-Cap Growth ETF position peaked at $138K in Q2 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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