BF
SCHV

BOK Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

BOK Financial’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-735
Closed -$19.5K – 1312
2025
Q1 		$19.5K Buy
+735
New +$19.7K ﹤0.01% 922
2022
Q4 		– Sell
-10,596
Closed -$207K – 934
2022
Q3 		$207K Buy
10,596
+30
+0.3% +$646 ﹤0.01% 834
2022
Q2 		$220K Buy
10,566
+27
+0.3% +$606 ﹤0.01% 843
2022
Q1 		$251K Sell
10,539
-192
-2% -$4.55K ﹤0.01% 877
2021
Q4 		$262K Buy
10,731
+228
+2% +$5.4K ﹤0.01% 866
2021
Q3 		$236K Buy
+10,503
New +$243K ﹤0.01% 878
2020
Q4 		– Sell
-11,988
Closed -$209K – 930
2020
Q3 		$209K Buy
+11,988
New +$210K ﹤0.01% 795
2017
Q4 		– Sell
-1,305
Closed -$23K – 1087
2017
Q3 		$23K Buy
+1,305
New +$22.1K ﹤0.01% 1040

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

BOK Financial's SCHV Position: Q2 2025 in Review

BOK Financial sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2025, closing a stake of 735 shares — an estimated $19.5K sold.

BOK Financial first reported a position in SCHV in Q3 2017 and held it in 8 quarters. The position peaked at $262K in Q4 2021. 879 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

  • BOK Financial reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • BOK Financial sold 735 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $19.5K.
  • BOK Financial first reported a position in Schwab US Large-Cap Value ETF in Q3 2017 and held it in 8 quarters.
  • BOK Financial's Schwab US Large-Cap Value ETF position peaked at $262K in Q4 2021.
  • 879 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

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