BOK Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

BOK Financial’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$153K	Hold	4,149	–	–	﹤0.01%	710
2026 Q1	$128K	Hold	4,149	–	–	﹤0.01%	729
2025 Q4	$125K	Hold	4,149	–	–	﹤0.01%	746
2025 Q3	$123K	Hold	4,149	–	–	﹤0.01%	747
2025 Q2	$116K	Sell	4,149 -702	-14%	-$18.5K	﹤0.01%	752
2025 Q1	$127K	Buy	4,851 +702	+17%	+$19.6K	﹤0.01%	745
2024 Q4	$115K	Hold	4,149	–	–	﹤0.01%	740
2024 Q3	$114K	Buy	4,149 +867	+26%	+$23.1K	﹤0.01%	747
2024 Q2	$85.1K	Hold	3,282	–	–	﹤0.01%	827
2024 Q1	$88.6K	Hold	3,282	–	–	﹤0.01%	803
2023 Q4	$82.4K	Buy	+3,282	New	+$75.2K	﹤0.01%	760
2017 Q4	–	Sell	-3,807	Closed	-$63K	–	1086
2017 Q3	$63K	Buy	+3,807	New	+$61.9K	﹤0.01%	965

Other funds holding SCHM

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BOK Financial's SCHM Position: Q2 2026 in Review

BOK Financial held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 4,149 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

BOK Financial first reported a position in SCHM in Q3 2017 and has held it in 12 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

BOK Financial held 4,149 shares of Schwab US Mid-Cap ETF worth $153K as of Q2 2026.
BOK Financial left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #710 holding.
BOK Financial first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and has held it in 12 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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