BF
SCHH icon

BOK Financial’s Schwab US REIT ETF SCHH Stock Holding History

BOK Financial’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18
Closed -$387 – 1309
2025
Q1 		$387 Buy
+18
New +$385 ﹤0.01% 1237
2024
Q3 		– Sell
-486
Closed -$9.71K – 1486
2024
Q2 		$9.71K Hold
486
– – ﹤0.01% 951
2024
Q1 		$9.71K Sell
486
-500
-51% -$10K ﹤0.01% 957
2023
Q4 		$20.4K Hold
986
– – ﹤0.01% 881
2023
Q3 		$17K Buy
+986
New +$19K ﹤0.01% 861
2023
Q1 		– Sell
-11,899
Closed -$230K – 1244
2022
Q4 		$230K Buy
+11,899
New +$229K ﹤0.01% 818

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

BOK Financial's SCHH Position: Q2 2025 in Review

BOK Financial sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 18 shares — an estimated $387 sold.

BOK Financial first reported a position in SCHH in Q4 2022 and held it in 6 quarters. The position peaked at $230K in Q4 2022. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • BOK Financial reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • BOK Financial sold 18 Schwab US REIT ETF shares in Q2 2025, an estimated $387.
  • BOK Financial first reported a position in Schwab US REIT ETF in Q4 2022 and held it in 6 quarters.
  • BOK Financial's Schwab US REIT ETF position peaked at $230K in Q4 2022.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

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