BOK Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.1K | Sell |
1,764
-408
| -19% | -$9.97K | ﹤0.01% | 844 |
|
|
2025
Q1 | $48K | Buy |
2,172
+408
| +23% | +$9.01K | ﹤0.01% | 830 |
|
|
2024
Q4 | $40.6K | Hold |
1,764
| – | – | ﹤0.01% | 840 |
|
|
2024
Q3 | $39.5K | Buy |
1,764
+1,710
| +3,167% | +$38.3K | ﹤0.01% | 849 |
|
|
2024
Q2 | $1.16K | Hold |
54
| – | – | ﹤0.01% | 1067 |
|
|
2024
Q1 | $1.12K | Hold |
54
| – | – | ﹤0.01% | 1092 |
|
|
2023
Q4 | $1.02K | Hold |
54
| – | – | ﹤0.01% | 1150 |
|
|
2023
Q3 | $889 | Hold |
54
| – | – | ﹤0.01% | 1091 |
|
|
2023
Q2 | $943 | Sell |
54
-1,086
| -95% | -$19K | ﹤0.01% | 1037 |
|
|
2023
Q1 | $18.4K | Buy |
+1,140
| New | +$18.4K | ﹤0.01% | 934 |
|
|
2022
Q2 | – | Sell |
-13,734
| Closed | -$247K | – | 970 |
|
|
2022
Q1 | $247K | Sell |
13,734
-5,190
| -27% | -$93.3K | ﹤0.01% | 881 |
|
|
2021
Q4 | $359K | Buy |
18,924
+5,124
| +37% | +$97.2K | 0.01% | 775 |
|
|
2021
Q3 | $239K | Buy |
+13,800
| New | +$239K | ﹤0.01% | 876 |
|
|
2017
Q4 | – | Sell |
-6,564
| Closed | -$66K | – | 1090 |
|
|
2017
Q3 | $66K | Buy |
+6,564
| New | +$66K | ﹤0.01% | 961 |
|