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 $11,497. This represents 0.0% of its overall portfolio holdings.

Number of Shares
438
Previous 146 200.0%
Holding current value
$11,497
Previous $12,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$27.54 - $83.04 $8,041 - $24,247
292 Added 200.0%
438 $12,000
Q2 2024

Aug 14, 2024
SELL
$75.69 - $81.19 $151 - $162
-2 Reduced 1.35%
146 $11,000
Q1 2024

Apr 30, 2024
SELL
$72.89 - $81.43 $1,312 - $1,465
-18 Reduced 10.84%
148 $12,000
Q3 2023

Oct 13, 2023
SELL
$66.75 - $73.98 $133 - $147
-2 Reduced 1.19%
166 $11,000
Q2 2023

Aug 08, 2023
SELL
$65.29 - $71.03 $848 - $923
-13 Reduced 7.18%
168 $11,000
Q3 2022

Nov 07, 2022
SELL
$60.5 - $72.51 $307,037 - $367,988
-5,075 Reduced 96.56%
181 $11,000
Q3 2022

Nov 04, 2022
BUY
$60.5 - $72.51 $305,646 - $366,320
5,052 Added 2476.47%
5,256 $297,000
Q2 2022

Aug 15, 2022
SELL
$60.91 - $76.4 $307,717 - $385,972
-5,052 Reduced 96.12%
204 $13,000
Q3 2021

Nov 09, 2021
BUY
$74.65 - $80.95 $392,360 - $425,473
5,256 New
5,256 $297,000
Q1 2020

May 07, 2020
SELL
$35.83 - $62.24 $177,609 - $308,523
-4,957 Closed
0 $0
Q4 2019

Feb 05, 2020
SELL
$54.56 - $60.24 $16,313 - $18,011
-299 Reduced 5.69%
4,957 $298,000
Q3 2019

Nov 08, 2019
BUY
$56.23 - $57.59 $295,544 - $302,693
5,256 New
5,256 $297,000
Q1 2018

May 09, 2018
SELL
N/A
-4,884 Closed
0 $0
Q3 2017

Nov 06, 2017
BUY
N/A
4,884
4,884 $245,000

Others Institutions Holding SCHM

# of Institutions
1,011
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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