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

Bok Financial Private Wealth, Inc.

  • $1.38 Billion
  • Q3 2024

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 714 shares of SCHG stock, worth $19,784. This represents 0.01% of its overall portfolio holdings.

Number of Shares
714
Previous 714 -0.0%
Holding current value
$19,784
Previous $71,000 4.23%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,316
Shares Held
185M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Bok Financial Private Wealth, Inc. Portfolio

Follow Bok Financial Private Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bok Financial Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bok Financial Private Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email