BOK Financial Private Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.41K | Hold |
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|
2025
Q2 | $1.4K | Hold |
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2025
Q1 | $1.39K | Hold |
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|
2024
Q4 | $1.36K | Hold |
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|
2024
Q3 | $1.43K | Hold |
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|
2024
Q2 | $1.37K | Hold |
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|
2024
Q1 | $1.38K | Hold |
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|
2023
Q4 | $1.4K | Sell |
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|
2023
Q3 | $2.35K | Sell |
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|
2023
Q2 | $4.16K | Hold |
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|
2023
Q1 | $4.22K | Buy |
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|
2022
Q4 | $1.69K | Hold |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $3K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $305K | Sell |
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|
2018
Q1 | $355K | Buy |
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|
2017
Q4 | $358K | Sell |
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|
2017
Q3 | $373K | Sell |
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|
2017
Q2 | $393K | Sell |
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|
2017
Q1 | $403K | Sell |
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|
2016
Q4 | $498K | Buy |
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|
2016
Q3 | $371K | Buy |
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|
2016
Q2 | $348K | Buy |
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|
2016
Q1 | $281K | Sell |
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|
2015
Q4 | $276K | Sell |
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|
2015
Q3 | $283K | Sell |
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|
2015
Q2 | $305K | Buy |
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|
2015
Q1 | $294K | Sell |
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|
2014
Q4 | $296K | Buy |
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|
2014
Q3 | $234K | Sell |
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|
2014
Q2 | $237K | Buy |
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|
2014
Q1 | $215K | Buy |
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