BOK Financial’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Hold |
7,368
| – | – | ﹤0.01% | 710 |
|
|
2025
Q1 | $159K | Buy |
7,368
+2,574
| +54% | +$55.4K | ﹤0.01% | 723 |
|
|
2024
Q4 | $108K | Sell |
4,794
-2,595
| -35% | -$58.4K | ﹤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% | -$24.9K | ﹤0.01% | 685 |
|
|
2023
Q1 | $141K | Buy |
+8,832
| New | +$141K | ﹤0.01% | 701 |
|