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BOK Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

BOK Financial’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.24K Buy
+180
New +$5.59K ﹤0.01% 985
2025
Q4 		– Sell
-180
Closed -$5.74K – 1108
2025
Q3 		$5.74K Hold
180
– – ﹤0.01% 1047
2025
Q2 		$5.26K Sell
180
-1,152
-86% -$30.5K ﹤0.01% 1000
2025
Q1 		$33.4K Buy
1,332
+108
+9% +$2.96K ﹤0.01% 867
2024
Q4 		$33.9K Hold
1,224
– – ﹤0.01% 863
2024
Q3 		$31.5K Sell
1,224
-788
-39% -$19.8K ﹤0.01% 875
2024
Q2 		$50.7K Buy
2,012
+180
+10% +$4.25K ﹤0.01% 862
2024
Q1 		$42.5K Hold
1,832
– – ﹤0.01% 862
2023
Q4 		$38K Hold
1,832
– – ﹤0.01% 833
2023
Q3 		$32.8K Sell
1,832
-5,428
-75% -$102K ﹤0.01% 801
2023
Q2 		$136K Sell
7,260
-4,620
-39% -$79.2K ﹤0.01% 675
2023
Q1 		$194K Sell
11,880
-6,100
-34% -$92.6K ﹤0.01% 675
2022
Q4 		$250K Buy
17,980
+2,656
+17% +$38.2K ﹤0.01% 801
2022
Q3 		$214K Sell
15,324
-664
-4% -$10.4K ﹤0.01% 827
2022
Q2 		$232K Buy
15,988
+3,348
+26% +$53.5K ﹤0.01% 829
2022
Q1 		$236K Hold
12,640
– – ﹤0.01% 890
2021
Q4 		$259K Hold
12,640
– – ﹤0.01% 871
2021
Q3 		$234K Buy
+12,640
New +$241K ﹤0.01% 880

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

BOK Financial's SCHG Position: Q1 2026 in Review

BOK Financial opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026: 180 shares worth $5.24K. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: BOK Financial previously reported a position in SCHG as recently as Q3 2025.

BOK Financial first reported a position in SCHG in Q3 2021 and has held it in 18 quarters since. The position peaked at $259K in Q4 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • BOK Financial held 180 shares of Schwab US Large-Cap Growth ETF worth $5.24K as of Q1 2026.
  • Schwab US Large-Cap Growth ETF was a new BOK Financial position in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of BOK Financial's portfolio in Q1 2026, its #985 holding.
  • BOK Financial first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 18 quarters since.
  • BOK Financial's Schwab US Large-Cap Growth ETF position peaked at $259K in Q4 2021.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.