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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.39K | Hold |
60
| – | – | ﹤0.01% | 402 |
|
|
2025
Q4 | $1.4K | Hold |
60
| – | – | ﹤0.01% | 439 |
|
|
2025
Q3 | $1.41K | Hold |
60
| – | – | ﹤0.01% | 371 |
|
|
2025
Q2 | $1.4K | Hold |
60
| – | – | ﹤0.01% | 410 |
|
|
2025
Q1 | $1.39K | Hold |
60
| – | – | ﹤0.01% | 456 |
|
|
2024
Q4 | $1.36K | Hold |
60
| – | – | ﹤0.01% | 474 |
|
|
2024
Q3 | $1.43K | Hold |
60
| – | – | ﹤0.01% | 487 |
|
|
2024
Q2 | $1.37K | Hold |
60
| – | – | ﹤0.01% | 443 |
|
|
2024
Q1 | $1.38K | Hold |
60
| – | – | ﹤0.01% | 435 |
|
|
2023
Q4 | $1.4K | Sell |
60
-46
| -43% | -$1.03K | ﹤0.01% | 489 |
|
|
2023
Q3 | $2.35K | Sell |
106
-74
| -41% | -$1.68K | ﹤0.01% | 354 |
|
|
2023
Q2 | $4.16K | Hold |
180
| – | – | ﹤0.01% | 331 |
|
|
2023
Q1 | $4.22K | Buy |
180
+106
| +143% | +$2.47K | ﹤0.01% | 374 |
|
|
2022
Q4 | $1.69K | Hold |
74
| – | – | ﹤0.01% | 346 |
|
|
2022
Q3 | $2K | Sell |
74
-34
| -31% | -$809 | ﹤0.01% | 355 |
|
|
2022
Q2 | $3K | Buy |
+108
| New | +$2.61K | ﹤0.01% | 357 |
|
|
2018
Q3 | – | Sell |
-12,046
| Closed | -$305K | – | 110 |
|
|
2018
Q2 | $305K | Sell |
12,046
-1,852
| -13% | -$46.8K | 0.05% | 71 |
|
|
2018
Q1 | $355K | Buy |
13,898
+134
| +1% | +$3.43K | 0.06% | 67 |
|
|
2017
Q4 | $358K | Sell |
13,764
-482
| -3% | -$12.6K | 0.06% | 74 |
|
|
2017
Q3 | $373K | Sell |
14,246
-806
| -5% | -$21.1K | 0.06% | 70 |
|
|
2017
Q2 | $393K | Sell |
15,052
-530
| -3% | -$13.8K | 0.06% | 81 |
|
|
2017
Q1 | $403K | Sell |
15,582
-3,752
| -19% | -$96.9K | 0.06% | 84 |
|
|
2016
Q4 | $498K | Buy |
19,334
+5,526
| +40% | +$145K | 0.08% | 77 |
|
|
2016
Q3 | $371K | Buy |
13,808
+856
| +7% | +$23K | 0.06% | 98 |
|
|
2016
Q2 | $348K | Buy |
12,952
+2,304
| +22% | +$61.1K | 0.06% | 93 |
|
|
2016
Q1 | $281K | Sell |
10,648
-80
| -0.7% | -$2.09K | 0.05% | 58 |
|
|
2015
Q4 | $276K | Sell |
10,728
-140
| -1% | -$3.63K | 0.05% | 59 |
|
|
2015
Q3 | $283K | Sell |
10,868
-918
| -8% | -$23.8K | 0.05% | 57 |
|
|
2015
Q2 | $305K | Buy |
11,786
+662
| +6% | +$17.3K | 0.05% | 58 |
|
|
2015
Q1 | $294K | Sell |
11,124
-182
| -2% | -$4.8K | 0.05% | 57 |
|
|
2014
Q4 | $296K | Buy |
11,306
+2,268
| +25% | +$59.2K | 0.05% | 56 |
|
|
2014
Q3 | $234K | Sell |
9,038
-104
| -1% | -$2.69K | 0.04% | 66 |
|
|
2014
Q2 | $237K | Buy |
9,142
+728
| +9% | +$18.8K | 0.04% | 66 |
|
|
2014
Q1 | $215K | Buy |
+8,414
| New | +$214K | 0.04% | 68 |
|
Other funds holding SCHZ
RIM
APP
CST
KBFS
BOK Financial Private Wealth's SCHZ Position: Q1 2026 in Review
BOK Financial Private Wealth held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q1 2026 at 60 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #402.
BOK Financial Private Wealth first reported a position in SCHZ in Q1 2014 and has held it in 34 quarters since. The position peaked at $498K in Q4 2016. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.
- BOK Financial Private Wealth held 60 shares of Schwab US Aggregate Bond ETF worth $1.39K as of Q1 2026.
- BOK Financial Private Wealth left its Schwab US Aggregate Bond ETF share count unchanged in Q1 2026.
- Schwab US Aggregate Bond ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #402 holding.
- BOK Financial Private Wealth first reported a position in Schwab US Aggregate Bond ETF in Q1 2014 and has held it in 34 quarters since.
- BOK Financial Private Wealth's Schwab US Aggregate Bond ETF position peaked at $498K in Q4 2016.
- 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.
Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.