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BOK Financial Private Wealth’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

BOK Financial Private Wealth’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,430
Closed -$165K – 474
2024
Q1 		$165K Buy
+7,430
New +$165K 0.01% 178

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RJA
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Janney Montgomery Scott
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BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RA
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SLWA
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BOK Financial Private Wealth's SCHI Position: Q2 2024 in Review

BOK Financial Private Wealth sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2024, closing a stake of 7,430 shares — an estimated $165K sold.

BOK Financial Private Wealth first reported a position in SCHI in Q1 2024 and held it in 1 quarter. The position peaked at $165K in Q1 2024. 187 funds tracked by Wall St. Rank hold SCHI as of Q2 2024.

  • BOK Financial Private Wealth reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 7,430 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2024, an estimated $165K.
  • BOK Financial Private Wealth first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • BOK Financial Private Wealth's Schwab 5-10 Year Corporate Bond ETF position peaked at $165K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2024.

Based on BOK Financial Private Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.