BOK Financial Private Wealth’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,890	Closed	-$71.8K	–	488
2025 Q1	$71.8K	Hold	2,890	–	–	0.01%	233
2024 Q4	$70.2K	Hold	2,890	–	–	0.01%	238
2024 Q3	$73.1K	Hold	2,890	–	–	0.01%	233
2024 Q2	$70.5K	Hold	2,890	–	–	0.01%	227
2024 Q1	$70.9K	Buy	+2,890	New	+$71K	0.01%	230

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

BOK Financial Private Wealth's SCHR Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2025, closing a stake of 2,890 shares — an estimated $71.8K sold.

BOK Financial Private Wealth first reported a position in SCHR in Q1 2024 and held it in 5 quarters. The position peaked at $73.1K in Q3 2024. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

BOK Financial Private Wealth reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 2,890 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $71.8K.
BOK Financial Private Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2024 and held it in 5 quarters.
BOK Financial Private Wealth's Schwab Intermediately-Term US Treasury ETF position peaked at $73.1K in Q3 2024.
462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.