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
2025 Q3	$123K	Hold
2025 Q2	$116K	Sell
2025 Q1	$127K	Buy
2024 Q4	$115K	Hold
2024 Q3	$114K	Buy
2024 Q2	$85.1K	Hold
2024 Q1	$88.6K	Hold
2023 Q4	$82.4K	Buy
2017 Q4	–	Sell
2017 Q3	$63K	Buy