BOK Financial Private Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.09K | Hold |
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|
2025
Q2 | $7.66K | Hold |
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|
2025
Q1 | $7.15K | Sell |
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|
2024
Q4 | $12.1K | Hold |
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|
2024
Q3 | $12.1K | Hold |
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|
2024
Q2 | $11.4K | Sell |
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|
2024
Q1 | $12.1K | Sell |
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|
2023
Q4 | $12.5K | Hold |
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|
2023
Q3 | $11.2K | Sell |
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|
2023
Q2 | $11.9K | Sell |
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|
2023
Q1 | $12.3K | Hold |
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|
2022
Q4 | $11.9K | Hold |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $13K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $298K | Sell |
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|
2019
Q3 | $297K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $260K | Hold |
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|
2017
Q3 | $245K | Sell |
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|
2017
Q2 | $307K | Hold |
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|
2017
Q1 | $302K | Sell |
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|
2016
Q4 | $308K | Sell |
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|
2016
Q3 | $608K | Buy |
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|
2016
Q2 | $587K | Buy |
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