Bok Financial Private Wealth, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Bok Financial Private Wealth, Inc.
- $1.37 Billion
- Q4 2024
A detailed history of Bok Financial Private Wealth, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 438 shares of SCHM stock, worth $11,204. This represents 0.0% of its overall portfolio holdings.
Number of Shares
438
Previous 146
200.0%
Holding current value
$11,204
Previous $12,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.52 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$731 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$258 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$194 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$191 Million2.94% of portfolio