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 Q3	$216K	Hold	7,368	–	–	﹤0.01%	678
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

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

BOK Financial's SCHB Position: Q3 2026 in Review

BOK Financial held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 7,368 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

BOK Financial first reported a position in SCHB in Q1 2023 and has held it in 15 quarters since. 656 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

BOK Financial held 7,368 shares of Schwab US Broad Market ETF worth $216K as of Q3 2026.
BOK Financial left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
Schwab US Broad Market ETF made up ﹤0.01% of BOK Financial's portfolio in Q3 2026, its #678 holding.
BOK Financial first reported a position in Schwab US Broad Market ETF in Q1 2023 and has held it in 15 quarters since.
656 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on BOK Financial's 13F filing for Q3 2026, filed 27 Oct 2026.