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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,430
Closed -$165K 475
2024
Q1
$165K Buy
+7,430
New +$165K 0.01% 178