BOK Financial Private Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

BOK Financial Private Wealth’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.45K	Hold	273	–	–	﹤0.01%	360
2025 Q4	$8.21K	Hold	273	–	–	﹤0.01%	397
2025 Q3	$8.09K	Hold	273	–	–	﹤0.01%	340
2025 Q2	$7.66K	Hold	273	–	–	﹤0.01%	375
2025 Q1	$7.15K	Sell	273 -165	-38%	-$4.59K	﹤0.01%	406
2024 Q4	$12.1K	Hold	438	–	–	﹤0.01%	356
2024 Q3	$12.1K	Hold	438	–	–	﹤0.01%	378
2024 Q2	$11.4K	Sell	438 -6	-1%	-$157	﹤0.01%	367
2024 Q1	$12.1K	Sell	444 -54	-11%	-$1.38K	﹤0.01%	353
2023 Q4	$12.5K	Hold	498	–	–	﹤0.01%	351
2023 Q3	$11.2K	Sell	498 -6	-1%	-$142	﹤0.01%	318
2023 Q2	$11.9K	Sell	504 -39	-7%	-$879	﹤0.01%	309
2023 Q1	$12.3K	Hold	543	–	–	﹤0.01%	336
2022 Q4	$11.9K	Hold	543	–	–	﹤0.01%	315
2022 Q3	$11K	Sell	543 -69	-11%	-$1.54K	﹤0.01%	326
2022 Q2	$13K	Buy	+612	New	+$14.1K	﹤0.01%	327
2020 Q1	–	Sell	-14,871	Closed	-$298K	–	203
2019 Q4	$298K	Sell	14,871 -897	-6%	-$17.4K	0.03%	156
2019 Q3	$297K	Buy	+15,768	New	+$298K	0.04%	101
2018 Q1	–	Sell	-14,652	Closed	-$260K	–	123
2017 Q4	$260K	Hold	14,652	–	–	0.04%	103
2017 Q3	$245K	Sell	14,652 -4,491	-23%	-$73K	0.04%	109
2017 Q2	$307K	Hold	19,143	–	–	0.04%	98
2017 Q1	$302K	Sell	19,143 -1,323	-6%	-$20.6K	0.04%	98
2016 Q4	$308K	Sell	20,466 -21,423	-51%	-$313K	0.05%	103
2016 Q3	$608K	Buy	41,889 +6	+0%	+$87	0.09%	70
2016 Q2	$587K	Buy	+41,883	New	+$577K	0.09%	67

Other funds holding SCHM

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

BOK Financial Private Wealth held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 273 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

BOK Financial Private Wealth first reported a position in SCHM in Q2 2016 and has held it in 25 quarters since. The position peaked at $608K in Q3 2016. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

BOK Financial Private Wealth held 273 shares of Schwab US Mid-Cap ETF worth $8.45K as of Q1 2026.
BOK Financial Private Wealth left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #360 holding.
BOK Financial Private Wealth first reported a position in Schwab US Mid-Cap ETF in Q2 2016 and has held it in 25 quarters since.
BOK Financial Private Wealth's Schwab US Mid-Cap ETF position peaked at $608K in Q3 2016.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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