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BOK Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

BOK Financial’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$213K Hold
7,368
– – ﹤0.01% 669
2026
Q1 		$185K Hold
7,368
– – ﹤0.01% 686
2025
Q4 		$193K Hold
7,368
– – ﹤0.01% 691
2025
Q3 		$189K Hold
7,368
– – ﹤0.01% 698
2025
Q2 		$176K Hold
7,368
– – ﹤0.01% 710
2025
Q1 		$159K Buy
7,368
+2,574
+54% +$58.6K ﹤0.01% 723
2024
Q4 		$108K Sell
4,794
-2,595
-35% -$59.3K ﹤0.01% 743
2024
Q3 		$162K Hold
7,389
– – ﹤0.01% 710
2024
Q2 		$155K Hold
7,389
– – ﹤0.01% 772
2024
Q1 		$150K Hold
7,389
– – ﹤0.01% 750
2023
Q4 		$137K Hold
7,389
– – ﹤0.01% 707
2023
Q3 		$119K Hold
7,389
– – ﹤0.01% 687
2023
Q2 		$127K Sell
7,389
-1,443
-16% -$23.5K ﹤0.01% 685
2023
Q1 		$141K Buy
+8,832
New +$138K ﹤0.01% 703

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

BOK Financial's SCHB Position: Q2 2026 in Review

BOK Financial held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 7,368 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

BOK Financial first reported a position in SCHB in Q1 2023 and has held it in 14 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • BOK Financial held 7,368 shares of Schwab US Broad Market ETF worth $213K as of Q2 2026.
  • BOK Financial left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #669 holding.
  • BOK Financial first reported a position in Schwab US Broad Market ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.