BOK Financial Private Wealth’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $107K | Sell |
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|
2025
Q2 | $158K | Hold |
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|
2025
Q1 | $161K | Hold |
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|
2024
Q4 | $157K | Hold |
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|
2024
Q3 | $173K | Sell |
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|
2024
Q2 | $158K | Hold |
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|
2024
Q1 | $159K | Buy |
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|
2023
Q4 | $140K | Buy |
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|
2023
Q3 | $114K | Hold |
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|
2023
Q2 | $125K | Hold |
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|
2023
Q1 | $125K | Hold |
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|
2022
Q4 | $123K | Sell |
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|
2022
Q3 | $600K | Sell |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.52M | Buy |
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|
2021
Q3 | $1.13M | Sell |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $2.14M | Sell |
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|
2020
Q4 | $2.28M | Sell |
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|
2020
Q3 | $2.5M | Sell |
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|
2020
Q2 | $3.25M | Buy |
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|
2020
Q1 | $2.64M | Sell |
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|
2019
Q4 | $4.45M | Sell |
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|
2019
Q3 | $4.7M | Buy |
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|
2019
Q2 | $4.4M | Sell |
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|
2019
Q1 | $5.38M | Sell |
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|
2018
Q4 | $5.59M | Buy |
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|
2018
Q3 | $6.03M | Sell |
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|
2018
Q2 | $6.23M | Sell |
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|
2018
Q1 | $6.47M | Buy |
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|
2017
Q4 | $1.16M | Sell |
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|
2017
Q3 | $1.24M | Sell |
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|
2017
Q2 | $1.27M | Buy |
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|
2017
Q1 | $1.18M | Buy |
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|
2016
Q4 | $1.18M | Buy |
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|
2016
Q3 | $478K | Buy |
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|
2016
Q2 | $447K | Sell |
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|
2016
Q1 | $455K | Sell |
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|
2015
Q4 | $559K | Buy |
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|
2015
Q3 | $404K | Buy |
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|
2015
Q2 | $329K | Buy |
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|
2015
Q1 | $290K | Sell |
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|
2014
Q4 | $290K | Buy |
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|
2014
Q3 | $217K | Buy |
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|
2014
Q2 | $222K | Sell |
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|
2014
Q1 | $212K | Buy |
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