BOK Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.43K | Sell |
118
-561
| -83% | -$16.8K | ﹤0.01% | 996 |
|
|
2025
Q4 | $19.3K | Hold |
679
| – | – | ﹤0.01% | 928 |
|
|
2025
Q3 | $18.9K | Buy |
679
+655
| +2,729% | +$17.5K | ﹤0.01% | 957 |
|
|
2025
Q2 | $607 | Sell |
24
-1,090
| -98% | -$25.8K | ﹤0.01% | 1108 |
|
|
2025
Q1 | $26.1K | Buy |
1,114
+742
| +199% | +$18.9K | ﹤0.01% | 892 |
|
|
2024
Q4 | $9.47K | Hold |
372
| – | – | ﹤0.01% | 976 |
|
|
2024
Q3 | $9.39K | Hold |
372
| – | – | ﹤0.01% | 995 |
|
|
2024
Q2 | $8.83K | Hold |
372
| – | – | ﹤0.01% | 958 |
|
|
2024
Q1 | $9.08K | Hold |
372
| – | – | ﹤0.01% | 966 |
|
|
2023
Q4 | $8.79K | Hold |
372
| – | – | ﹤0.01% | 959 |
|
|
2023
Q3 | $7.21K | Buy |
372
+348
| +1,450% | +$7.64K | ﹤0.01% | 927 |
|
|
2023
Q2 | $526 | Sell |
24
-644
| -96% | -$13.4K | ﹤0.01% | 1050 |
|
|
2023
Q1 | $14K | Sell |
668
-31,046
| -98% | -$667K | ﹤0.01% | 966 |
|
|
2022
Q4 | $642K | Sell |
31,714
-344
| -1% | -$7.05K | 0.01% | 623 |
|
|
2022
Q3 | $606K | Buy |
32,058
+230
| +0.7% | +$4.81K | 0.01% | 626 |
|
|
2022
Q2 | $620K | Hold |
31,828
| – | – | 0.01% | 638 |
|
|
2022
Q1 | $754K | Buy |
31,828
+160
| +0.5% | +$3.78K | 0.01% | 650 |
|
|
2021
Q4 | $811K | Sell |
31,668
-1,048
| -3% | -$27.1K | 0.01% | 637 |
|
|
2021
Q3 | $819K | Buy |
+32,716
| New | +$831K | 0.01% | 621 |
|
|
2021
Q1 | $808K | Sell |
32,420
-1,276
| -4% | -$31.4K | 0.01% | 603 |
|
|
2020
Q4 | $750K | Sell |
33,696
-472
| -1% | -$9.4K | 0.01% | 587 |
|
|
2020
Q3 | $584K | Buy |
34,168
+432
| +1% | +$7.44K | 0.01% | 585 |
|
|
2020
Q2 | $551K | Hold |
33,736
| – | – | 0.01% | 604 |
|
|
2020
Q1 | $435K | Sell |
33,736
-580
| -2% | -$9.86K | 0.01% | 611 |
|
|
2019
Q4 | $649K | Sell |
34,316
-4,416
| -11% | -$79.9K | 0.01% | 634 |
|
|
2019
Q3 | $675K | Sell |
38,732
-252
| -0.6% | -$4.45K | 0.02% | 593 |
|
|
2019
Q2 | $697K | Buy |
38,984
+18,728
| +92% | +$331K | 0.02% | 586 |
|
|
2019
Q1 | $354K | Buy |
+20,256
| New | +$347K | 0.01% | 752 |
|
|
2017
Q4 | – | Sell |
-2,264
| Closed | -$38K | – | 1082 |
|
|
2017
Q3 | $38K | Buy |
+2,264
| New | +$36.4K | ﹤0.01% | 1006 |
|
|
2014
Q4 | – | Sell |
-50,720
| Closed | -$652K | – | 779 |
|
|
2014
Q3 | $652K | Buy |
50,720
+9,152
| +22% | +$122K | 0.02% | 520 |
|
|
2014
Q2 | $570K | Buy |
+41,568
| New | +$548K | 0.02% | 585 |
|
Other funds holding SCHA
AA
BOK Financial's SCHA Position: Q1 2026 in Review
BOK Financial reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 83% in Q1 2026, selling an estimated $16.8K and leaving 118 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #996.
BOK Financial first reported a position in SCHA in Q2 2014 and has held it in 31 quarters since. The position peaked at $819K in Q3 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.
- BOK Financial held 118 shares of Schwab U.S Small- Cap ETF worth $3.43K as of Q1 2026.
- BOK Financial sold 561 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $16.8K.
- Schwab U.S Small- Cap ETF made up ﹤0.01% of BOK Financial's portfolio in Q1 2026, its #996 holding.
- BOK Financial first reported a position in Schwab U.S Small- Cap ETF in Q2 2014 and has held it in 31 quarters since.
- BOK Financial's Schwab U.S Small- Cap ETF position peaked at $819K in Q3 2021.
- 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.
Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.