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BOK Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

BOK Financial’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-700
Closed -$16.2K – 1313
2025
Q1 		$16.2K Buy
+700
New +$16K ﹤0.01% 938
2017
Q4 		– Sell
-120
Closed -$3K – 1089
2017
Q3 		$3K Buy
+120
New +$3.15K ﹤0.01% 1120

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

BOK Financial's SCHZ Position: Q2 2025 in Review

BOK Financial sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025, closing a stake of 700 shares — an estimated $16.2K sold.

BOK Financial first reported a position in SCHZ in Q3 2017 and held it in 2 quarters. The position peaked at $16.2K in Q1 2025. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • BOK Financial reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • BOK Financial sold 700 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $16.2K.
  • BOK Financial first reported a position in Schwab US Aggregate Bond ETF in Q3 2017 and held it in 2 quarters.
  • BOK Financial's Schwab US Aggregate Bond ETF position peaked at $16.2K in Q1 2025.
  • 641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

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