BFPW
SCHV

BOK Financial Private Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

BOK Financial Private Wealth’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$915 Hold
30
– – ﹤0.01% 412
2025
Q4 		$889 Hold
30
– – ﹤0.01% 445
2025
Q3 		$874 Sell
30
-15
-33% -$426 ﹤0.01% 376
2025
Q2 		$1.25K Hold
45
– – ﹤0.01% 411
2025
Q1 		$1.2K Sell
45
-141
-76% -$3.78K ﹤0.01% 457
2024
Q4 		$4.85K Hold
186
– – ﹤0.01% 402
2024
Q3 		$4.98K Sell
186
-45
-19% -$1.16K ﹤0.01% 439
2024
Q2 		$5.74K Sell
231
-39
-14% -$964 ﹤0.01% 397
2024
Q1 		$6.84K Sell
270
-48
-15% -$1.15K ﹤0.01% 383
2023
Q4 		$7.43K Hold
318
– – ﹤0.01% 383
2023
Q3 		$6.83K Sell
318
-6
-2% -$135 ﹤0.01% 330
2023
Q2 		$7.25K Sell
324
-756
-70% -$16.5K ﹤0.01% 317
2023
Q1 		$23.6K Sell
1,080
-21
-2% -$467 ﹤0.01% 297
2022
Q4 		$24.2K Sell
1,101
-840
-43% -$18.2K ﹤0.01% 291
2022
Q3 		$38K Hold
1,941
– – ﹤0.01% 259
2022
Q2 		$40K Buy
+1,941
New +$43.6K ﹤0.01% 260
2022
Q1 		– Sell
-12,243
Closed -$299K – 333
2021
Q4 		$299K Hold
12,243
– – 0.02% 226
2021
Q3 		$275K Hold
12,243
– – 0.02% 204
2021
Q2 		$279K Sell
12,243
-84
-0.7% -$1.91K 0.02% 182
2021
Q1 		$268K Sell
12,327
-261
-2% -$5.44K 0.02% 164
2020
Q4 		$250K Sell
12,588
-1,995
-14% -$37.3K 0.02% 161
2020
Q3 		$254K Sell
14,583
-3,189
-18% -$55.8K 0.03% 149
2020
Q2 		$297K Sell
17,772
-18,996
-52% -$310K 0.03% 142
2020
Q1 		$543K Sell
36,768
-366
-1% -$6.71K 0.07% 123
2019
Q4 		$744K Sell
37,134
-3,702
-9% -$71.7K 0.06% 113
2019
Q3 		$772K Buy
40,836
+3,624
+10% +$67.8K 0.11% 56
2019
Q2 		$696K Buy
37,212
+3,852
+12% +$71.2K 0.1% 58
2019
Q1 		$609K Sell
33,360
-5,496
-14% -$97.5K 0.08% 56
2018
Q4 		$638K Buy
+38,856
New +$687K 0.09% 58

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

BOK Financial Private Wealth held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 30 shares worth $915. The position accounts for ﹤0.01% of the portfolio, ranked #412.

BOK Financial Private Wealth first reported a position in SCHV in Q4 2018 and has held it in 29 quarters since. The position peaked at $772K in Q3 2019. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • BOK Financial Private Wealth held 30 shares of Schwab US Large-Cap Value ETF worth $915 as of Q1 2026.
  • BOK Financial Private Wealth left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #412 holding.
  • BOK Financial Private Wealth first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 29 quarters since.
  • BOK Financial Private Wealth's Schwab US Large-Cap Value ETF position peaked at $772K in Q3 2019.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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