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 Q2	$6.09K	Hold	180	–	–	﹤0.01%	1031
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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BOK Financial's SCHG Position: Q2 2026 in Review

BOK Financial held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 180 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

BOK Financial first reported a position in SCHG in Q3 2021 and has held it in 19 quarters since. The position peaked at $259K in Q4 2021. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

BOK Financial held 180 shares of Schwab US Large-Cap Growth ETF worth $6.09K as of Q2 2026.
BOK Financial left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #1031 holding.
BOK Financial first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 19 quarters since.
BOK Financial's Schwab US Large-Cap Growth ETF position peaked at $259K in Q4 2021.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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