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 Q3	–	Sell	-180	Closed	-$6.09K	–	1204
2026 Q2	$6.09K	Hold	180	–	–	﹤0.01%	1031
2026 Q1	$5.24K	Buy	+180	New	+$5.6K	﹤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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

BOK Financial's SCHG Position: Q3 2026 in Review

BOK Financial sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2026, closing a stake of 180 shares — an estimated $6.09K sold.

BOK Financial first reported a position in SCHG in Q3 2021 and held it in 19 quarters. The position peaked at $259K in Q4 2021. 1,160 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

BOK Financial reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
BOK Financial sold 180 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $6.09K.
BOK Financial first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and held it in 19 quarters.
BOK Financial's Schwab US Large-Cap Growth ETF position peaked at $259K in Q4 2021.
1,160 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

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