BOK Financial Private Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $874 | Sell |
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|
2025
Q2 | $1.25K | Hold |
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|
2025
Q1 | $1.2K | Sell |
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|
2024
Q4 | $4.85K | Hold |
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|
2024
Q3 | $4.98K | Sell |
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|
2024
Q2 | $5.74K | Sell |
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|
2024
Q1 | $6.84K | Sell |
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|
2023
Q4 | $7.43K | Hold |
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|
2023
Q3 | $6.83K | Sell |
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|
2023
Q2 | $7.25K | Sell |
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|
2023
Q1 | $23.6K | Sell |
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|
2022
Q4 | $24.2K | Sell |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $40K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $299K | Hold |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $279K | Sell |
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|
2021
Q1 | $268K | Sell |
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|
2020
Q4 | $250K | Sell |
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|
2020
Q3 | $254K | Sell |
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|
2020
Q2 | $297K | Sell |
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|
2020
Q1 | $543K | Sell |
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|
2019
Q4 | $744K | Sell |
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|
2019
Q3 | $772K | Buy |
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|
2019
Q2 | $696K | Buy |
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|
2019
Q1 | $609K | Sell |
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|
2018
Q4 | $638K | Buy |
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