Bok Financial Private Wealth, Inc. Schwab Strategic Tr Us Large C Transaction History

Bok Financial Private Wealth, Inc.

  • $1.49 Billion
  • Q2 2025

A detailed history of Bok Financial Private Wealth, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 4,710 shares of SCHG stock, worth $143,136. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,710
Previous 2,855 64.97%
Holding current value
$143,136
Previous $71,000 92.96%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$22.27 - $29.21 $41,310 - $54,184
1,855 Added 64.97%
4,710 $137,000
Q4 2024

Feb 07, 2025
BUY
$25.93 - $105.3 $55,516 - $225,447
2,141 Added 299.86%
2,855 $79,000
Q4 2023

Jan 30, 2024
SELL
$70.08 - $83.37 $6,797 - $8,086
-97 Reduced 11.96%
714 $59,000
Q3 2022

Nov 07, 2022
BUY
$55.81 - $69.25 $45,261 - $56,161
811 New
811 $45,000
Q2 2022

Aug 15, 2022
BUY
$55.73 - $76.55 $45,197 - $62,082
811 New
811 $47,000

Others Institutions Holding SCHG

# of Institutions
1,584
Shares Held
803M
Call Options Held
298K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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