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

BOK Financial Private Wealth’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.43M Sell
94,907
-6,036
-6% -$162K 0.15% 50
2025
Q4 		$2.72M Sell
100,943
-290
-0.3% -$7.75K 0.17% 48
2025
Q3 		$2.67M Sell
101,233
-812
-0.8% -$20.6K 0.17% 46
2025
Q2 		$2.49M Sell
102,045
-1,054
-1% -$23.8K 0.17% 47
2025
Q1 		$2.28M Sell
103,099
-563
-0.5% -$13.1K 0.17% 50
2024
Q4 		$2.4M Buy
103,662
+3,168
+3% +$73.8K 0.17% 54
2024
Q3 		$2.27M Sell
100,494
-24,426
-20% -$532K 0.16% 58
2024
Q2 		$2.68M Sell
124,920
-600
-0.5% -$12.4K 0.2% 53
2024
Q1 		$2.6M Sell
125,520
-9,150
-7% -$180K 0.19% 55
2023
Q4 		$2.53M Sell
134,670
-9,105
-6% -$160K 0.21% 57
2023
Q3 		$2.43M Buy
143,775
+14,511
+11% +$255K 0.21% 59
2023
Q2 		$2.26M Sell
129,264
-10,302
-7% -$170K 0.18% 71
2023
Q1 		$2.25M Buy
139,566
+120
+0.1% +$1.89K 0.18% 75
2022
Q4 		$2.1M Sell
139,446
-1,428
-1% -$21.6K 0.17% 76
2022
Q3 		$1.99M Sell
140,874
-219
-0.2% -$3.44K 0.18% 80
2022
Q2 		$2.1M Sell
141,093
-408
-0.3% -$6.61K 0.19% 80
2022
Q1 		$2.54M Sell
141,501
-24,213
-15% -$429K 0.18% 84
2021
Q4 		$3.14M Sell
165,714
-930
-0.6% -$17.2K 0.22% 74
2021
Q3 		$2.89M Sell
166,644
-9,210
-5% -$164K 0.23% 73
2021
Q2 		$3.05M Sell
175,854
-3,240
-2% -$54.7K 0.25% 67
2021
Q1 		$2.87M Sell
179,094
-4,776
-3% -$74.8K 0.26% 66
2020
Q4 		$2.79M Sell
183,870
-8,100
-4% -$116K 0.27% 65
2020
Q3 		$2.58M Sell
191,970
-36,204
-16% -$481K 0.27% 65
2020
Q2 		$2.82M Sell
228,174
-32,226
-12% -$376K 0.29% 64
2020
Q1 		$2.66M Sell
260,400
-24,906
-9% -$303K 0.32% 62
2019
Q4 		$3.65M Sell
285,306
-15,762
-5% -$193K 0.31% 68
2019
Q3 		$3.56M Sell
301,068
-32,676
-10% -$385K 0.5% 27
2019
Q2 		$3.9M Sell
333,744
-17,682
-5% -$203K 0.57% 25
2019
Q1 		$3.96M Buy
351,426
+9,126
+3% +$98.9K 0.53% 27
2018
Q4 		$3.41M Buy
342,300
+2,634
+0.8% +$28.3K 0.46% 29
2018
Q3 		$3.94M Sell
339,666
-22,416
-6% -$255K 0.62% 19
2018
Q2 		$3.92M Sell
362,082
-18,468
-5% -$199K 0.63% 20
2018
Q1 		$4M Sell
380,550
-16,260
-4% -$177K 0.66% 19
2017
Q4 		$4.22M Buy
396,810
+14,976
+4% +$155K 0.67% 18
2017
Q3 		$3.82M Sell
381,834
-6,738
-2% -$66.1K 0.63% 18
2017
Q2 		$3.74M Sell
388,572
-8,346
-2% -$79.6K 0.54% 21
2017
Q1 		$3.72M Sell
396,918
-36,750
-8% -$340K 0.53% 21
2016
Q4 		$3.85M Sell
433,668
-57,996
-12% -$504K 0.58% 20
2016
Q3 		$4.23M Sell
491,664
-12,498
-2% -$107K 0.64% 20
2016
Q2 		$4.18M Buy
504,162
+409,728
+434% +$3.37M 0.67% 20
2016
Q1 		$769K Buy
94,434
+3,714
+4% +$28.7K 0.13% 31
2015
Q4 		$734K Buy
90,720
+2,610
+3% +$21.3K 0.13% 31
2015
Q3 		$672K Buy
88,110
+3,552
+4% +$28.7K 0.12% 34
2015
Q2 		$695K Buy
84,558
+8,766
+12% +$73.6K 0.12% 33
2015
Q1 		$626K Buy
75,792
+4,950
+7% +$40.8K 0.1% 37
2014
Q4 		$579K Buy
70,842
+3,792
+6% +$30.3K 0.09% 41
2014
Q3 		$525K Sell
67,050
-2,160
-3% -$17K 0.09% 39
2014
Q2 		$540K Sell
69,210
-7,140
-9% -$54.1K 0.09% 39
2014
Q1 		$569K Buy
76,350
+4,482
+6% +$32.8K 0.1% 39
2013
Q4 		$528K Buy
71,868
+3,726
+5% +$26.3K 0.1% 38
2013
Q3 		$457K Buy
68,142
+1,728
+3% +$11.5K 0.09% 38
2013
Q2 		$423K Buy
+66,414
New +$425K 0.09% 30

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

BOK Financial Private Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 6% in Q1 2026, selling an estimated $162K and leaving 94,907 shares worth $2.43M. The position accounts for 0.15% of the portfolio, ranked #50.

BOK Financial Private Wealth first reported a position in SCHX in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.23M in Q3 2016. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • BOK Financial Private Wealth held 94,907 shares of Schwab US Large- Cap ETF worth $2.43M as of Q1 2026.
  • BOK Financial Private Wealth sold 6,036 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $162K.
  • Schwab US Large- Cap ETF made up 0.15% of BOK Financial Private Wealth's portfolio in Q1 2026, its #50 holding.
  • BOK Financial Private Wealth first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • BOK Financial Private Wealth's Schwab US Large- Cap ETF position peaked at $4.23M in Q3 2016.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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