BOK Financial’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54M | Buy |
49,752
+22,912
| +85% | +$2.09M | 0.07% | 214 |
|
|
2025
Q1 | $2.1M | Buy |
26,840
+7,891
| +42% | +$618K | 0.04% | 323 |
|
|
2024
Q4 | $1.38M | Sell |
18,949
-5,535
| -23% | -$403K | 0.02% | 399 |
|
|
2024
Q3 | $1.55M | Sell |
24,484
-237
| -1% | -$15K | 0.03% | 383 |
|
|
2024
Q2 | $1.82M | Buy |
24,721
+4,652
| +23% | +$343K | 0.03% | 375 |
|
|
2024
Q1 | $1.45M | Buy |
20,069
+5,078
| +34% | +$367K | 0.03% | 430 |
|
|
2023
Q4 | $1.03M | Buy |
14,991
+362
| +2% | +$24.9K | 0.02% | 454 |
|
|
2023
Q3 | $761K | Buy |
14,629
+5,385
| +58% | +$280K | 0.02% | 481 |
|
|
2023
Q2 | $524K | Sell |
9,244
-19,096
| -67% | -$1.08M | 0.01% | 545 |
|
|
2023
Q1 | $1.48M | Sell |
28,340
-32,265
| -53% | -$1.69M | 0.03% | 401 |
|
|
2022
Q4 | $5.05M | Sell |
60,605
-13,886
| -19% | -$1.16M | 0.09% | 203 |
|
|
2022
Q3 | $5.35M | Sell |
74,491
-7,728
| -9% | -$555K | 0.11% | 189 |
|
|
2022
Q2 | $5.2M | Buy |
82,219
+56,960
| +226% | +$3.6M | 0.1% | 195 |
|
|
2022
Q1 | $2.13M | Sell |
25,259
-1,804
| -7% | -$152K | 0.04% | 393 |
|
|
2021
Q4 | $2.28M | Sell |
27,063
-30,436
| -53% | -$2.56M | 0.04% | 378 |
|
|
2021
Q3 | $4.19M | Buy |
+57,499
| New | +$4.19M | 0.07% | 263 |
|
|
2021
Q1 | $3.61M | Sell |
55,398
-3,272
| -6% | -$213K | 0.07% | 278 |
|
|
2020
Q4 | $3.11M | Buy |
58,670
+1,208
| +2% | +$64.1K | 0.06% | 287 |
|
|
2020
Q3 | $2.08M | Sell |
57,462
-17,959
| -24% | -$651K | 0.05% | 308 |
|
|
2020
Q2 | $2.55M | Buy |
75,421
+7,904
| +12% | +$267K | 0.06% | 278 |
|
|
2020
Q1 | $2.27M | Buy |
67,517
+10,590
| +19% | +$356K | 0.07% | 269 |
|
|
2019
Q4 | $2.71M | Sell |
56,927
-4,215
| -7% | -$200K | 0.06% | 294 |
|
|
2019
Q3 | $2.56M | Buy |
61,142
+25,566
| +72% | +$1.07M | 0.06% | 302 |
|
|
2019
Q2 | $1.43M | Buy |
35,576
+13,034
| +58% | +$524K | 0.03% | 408 |
|
|
2019
Q1 | $963K | Buy |
22,542
+2,461
| +12% | +$105K | 0.02% | 497 |
|
|
2018
Q4 | $834K | Sell |
20,081
-2,660
| -12% | -$110K | 0.02% | 499 |
|
|
2018
Q3 | $1.12M | Buy |
22,741
+3,030
| +15% | +$149K | 0.03% | 479 |
|
|
2018
Q2 | $1.01M | Sell |
19,711
-9,189
| -32% | -$470K | 0.03% | 488 |
|
|
2018
Q1 | $1.51M | Sell |
28,900
-66
| -0.2% | -$3.45K | 0.04% | 397 |
|
|
2017
Q4 | $1.49M | Buy |
28,966
+3,978
| +16% | +$204K | 0.04% | 410 |
|
|
2017
Q3 | $1.09M | Sell |
24,988
-839
| -3% | -$36.7K | 0.03% | 475 |
|
|
2017
Q2 | $1.11M | Buy |
25,827
+7,221
| +39% | +$310K | 0.03% | 452 |
|
|
2017
Q1 | $760K | Sell |
18,606
-1,884
| -9% | -$77K | 0.02% | 548 |
|
|
2016
Q4 | $809K | Buy |
20,490
+3,498
| +21% | +$138K | 0.03% | 522 |
|
|
2016
Q3 | $536K | Sell |
16,992
-6,463
| -28% | -$204K | 0.02% | 624 |
|
|
2016
Q2 | $593K | Buy |
23,455
+831
| +4% | +$21K | 0.02% | 550 |
|
|
2016
Q1 | $634K | Buy |
22,624
+3,436
| +18% | +$96.3K | 0.02% | 521 |
|
|
2015
Q4 | $632K | Sell |
19,188
-1,635
| -8% | -$53.9K | 0.02% | 526 |
|
|
2015
Q3 | $595K | Buy |
20,823
+140
| +0.7% | +$4K | 0.02% | 527 |
|
|
2015
Q2 | $675K | Sell |
20,683
-1,874
| -8% | -$61.2K | 0.02% | 531 |
|
|
2015
Q1 | $686K | Buy |
22,557
+6,979
| +45% | +$212K | 0.02% | 502 |
|
|
2014
Q4 | $470K | Sell |
15,578
-15,087
| -49% | -$455K | 0.02% | 505 |
|
|
2014
Q3 | $901K | Buy |
30,665
+1,515
| +5% | +$44.5K | 0.03% | 457 |
|
|
2014
Q2 | $785K | Buy |
29,150
+1,637
| +6% | +$44.1K | 0.03% | 500 |
|
|
2014
Q1 | $752K | Sell |
27,513
-1,537
| -5% | -$42K | 0.02% | 510 |
|
|
2013
Q4 | $755K | Buy |
29,050
+17,701
| +156% | +$460K | 0.03% | 503 |
|
|
2013
Q3 | $240K | Buy |
+11,349
| New | +$240K | 0.01% | 742 |
|