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

BOK Financial’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74.9K Buy
2,544
+780
+44% +$22.3K ﹤0.01% 794
2026
Q1 		$45.2K Hold
1,764
– – ﹤0.01% 835
2025
Q4 		$47.5K Hold
1,764
– – ﹤0.01% 848
2025
Q3 		$46.5K Hold
1,764
– – ﹤0.01% 849
2025
Q2 		$43.1K Sell
1,764
-408
-19% -$9.22K ﹤0.01% 844
2025
Q1 		$48K Buy
2,172
+408
+23% +$9.5K ﹤0.01% 830
2024
Q4 		$40.6K Hold
1,764
– – ﹤0.01% 840
2024
Q3 		$39.5K Buy
1,764
+1,710
+3,167% +$37.3K ﹤0.01% 849
2024
Q2 		$1.16K Hold
54
– – ﹤0.01% 1067
2024
Q1 		$1.12K Hold
54
– – ﹤0.01% 1092
2023
Q4 		$1.01K Hold
54
– – ﹤0.01% 1150
2023
Q3 		$889 Hold
54
– – ﹤0.01% 1091
2023
Q2 		$943 Sell
54
-1,086
-95% -$17.9K ﹤0.01% 1037
2023
Q1 		$18.4K Buy
+1,140
New +$17.9K ﹤0.01% 936
2022
Q2 		– Sell
-13,734
Closed -$247K – 970
2022
Q1 		$247K Sell
13,734
-5,190
-27% -$91.9K ﹤0.01% 881
2021
Q4 		$359K Buy
18,924
+5,124
+37% +$94.7K 0.01% 775
2021
Q3 		$239K Buy
+13,800
New +$246K ﹤0.01% 876
2017
Q4 		– Sell
-6,564
Closed -$66K – 1088
2017
Q3 		$66K Buy
+6,564
New +$64.4K ﹤0.01% 961

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

BOK Financial's SCHX Position: Q2 2026 in Review

BOK Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 44% in Q2 2026, buying an estimated $22.3K and bringing the position to 2,544 shares worth $74.9K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

BOK Financial first reported a position in SCHX in Q3 2017 and has held it in 18 quarters since. The position peaked at $359K in Q4 2021. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • BOK Financial held 2,544 shares of Schwab US Large- Cap ETF worth $74.9K as of Q2 2026.
  • BOK Financial bought 780 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $22.3K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #794 holding.
  • BOK Financial first reported a position in Schwab US Large- Cap ETF in Q3 2017 and has held it in 18 quarters since.
  • BOK Financial's Schwab US Large- Cap ETF position peaked at $359K in Q4 2021.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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