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BOK Financial’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

BOK Financial’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-62
Closed -$1.71K – 1308
2025
Q1 		$1.71K Buy
+62
New +$1.7K ﹤0.01% 1134
2024
Q3 		– Sell
-14
Closed -$372 – 1485
2024
Q2 		$372 Hold
14
– – ﹤0.01% 1108
2024
Q1 		$355 Sell
14
-1,093
-99% -$26.9K ﹤0.01% 1134
2023
Q4 		$27.4K Hold
1,107
– – ﹤0.01% 859
2023
Q3 		$25.6K Sell
1,107
-1,487
-57% -$36.8K ﹤0.01% 824
2023
Q2 		$63.9K Buy
2,594
+1,487
+134% +$36.3K ﹤0.01% 774
2023
Q1 		$27.1K Sell
1,107
-28,158
-96% -$698K ﹤0.01% 904
2022
Q4 		$693K Buy
29,265
+12,425
+74% +$289K 0.01% 603
2022
Q3 		$377K Hold
16,840
– – 0.01% 714
2022
Q2 		$427K Buy
16,840
+5
+0% +$131 0.01% 702
2022
Q1 		$468K Sell
16,835
-1,635
-9% -$47.3K 0.01% 745
2021
Q4 		$547K Sell
18,470
-35
-0.2% -$1.07K 0.01% 708
2021
Q3 		$564K Buy
+18,505
New +$578K 0.01% 702
2021
Q1 		$587K Sell
18,475
-1,200
-6% -$39.1K 0.01% 656
2020
Q4 		$603K Sell
19,675
-113
-0.6% -$3.28K 0.01% 631
2020
Q3 		$529K Buy
19,788
+1,410
+8% +$37.7K 0.01% 612
2020
Q2 		$448K Buy
18,378
+7,581
+70% +$172K 0.01% 657
2020
Q1 		$223K Buy
+10,797
New +$270K 0.01% 742
2018
Q3 		– Sell
-8,004
Closed -$208K – 948
2018
Q2 		$208K Buy
+8,004
New +$220K 0.01% 863
2017
Q4 		– Sell
-5,605
Closed -$151K – 1084
2017
Q3 		$151K Buy
+5,605
New +$148K ﹤0.01% 905

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

BOK Financial's SCHE Position: Q2 2025 in Review

BOK Financial sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2025, closing a stake of 62 shares — an estimated $1.71K sold.

BOK Financial first reported a position in SCHE in Q3 2017 and held it in 20 quarters. The position peaked at $693K in Q4 2022. 769 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

  • BOK Financial reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
  • BOK Financial sold 62 Schwab Emerging Markets Equity ETF shares in Q2 2025, an estimated $1.71K.
  • BOK Financial first reported a position in Schwab Emerging Markets Equity ETF in Q3 2017 and held it in 20 quarters.
  • BOK Financial's Schwab Emerging Markets Equity ETF position peaked at $693K in Q4 2022.
  • 769 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.