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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,890	Closed	-$71.8K	–	491
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	+$70.9K	0.01%	230