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

Bok Financial Private Wealth, Inc.

  • $1.34 Billion
  • Q1 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 90 shares of SCHV stock, worth $6,660. This represents 0.0% of its overall portfolio holdings.

Number of Shares
90
Previous 106 15.09%
Holding current value
$6,660
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$68.82 - $75.98 $1,101 - $1,215
-16 Reduced 15.09%
90 $6,000
Q3 2023

Oct 13, 2023
SELL
$64.45 - $69.39 $128 - $138
-2 Reduced 1.85%
106 $6,000
Q2 2023

Aug 08, 2023
SELL
$63.33 - $67.21 $15,959 - $16,936
-252 Reduced 70.0%
108 $7,000
Q1 2023

Apr 21, 2023
SELL
$62.59 - $69.3 $438 - $485
-7 Reduced 1.91%
360 $23,000
Q4 2022

Feb 02, 2023
SELL
$64.27 - $69.24 $17,995 - $19,387
-280 Reduced 43.28%
367 $24,000
Q3 2022

Nov 07, 2022
SELL
N/A
-12,965 Reduced 95.25%
647 $38,000
Q3 2022

Nov 04, 2022
BUY
N/A
12,965 Added 2003.86%
13,612 $772,000
Q2 2022

Aug 15, 2022
BUY
N/A
647 New
647 $40,000
Q1 2022

May 09, 2022
SELL
N/A
-4,081 Closed
0 $0
Q3 2021

Nov 15, 2021
SELL
N/A
-9,531 Reduced 70.02%
4,081 $0
Q3 2021

Nov 09, 2021
BUY
N/A
9,531 Added 233.55%
13,612 $772,000
Q2 2021

Aug 03, 2021
SELL
N/A
-28 Reduced 0.68%
4,081 $279,000
Q1 2021

May 12, 2021
SELL
N/A
-87 Reduced 2.07%
4,109 $268,000
Q4 2020

Feb 01, 2021
SELL
N/A
-665 Reduced 13.68%
4,196 $250,000
Q3 2020

Nov 06, 2020
SELL
N/A
-1,063 Reduced 17.94%
4,861 $254,000
Q2 2020

Aug 13, 2020
SELL
N/A
-6,332 Reduced 51.66%
5,924 $297,000
Q1 2020

May 07, 2020
SELL
N/A
-122 Reduced 0.99%
12,256 $543,000
Q4 2019

Feb 05, 2020
SELL
N/A
-1,234 Reduced 9.07%
12,378 $744,000
Q3 2019

Nov 08, 2019
BUY
N/A
1,208 Added 9.74%
13,612 $772,000
Q2 2019

Aug 01, 2019
BUY
N/A
1,284 Added 11.55%
12,404 $0
Q1 2019

Apr 30, 2019
SELL
N/A
-1,832 Reduced 14.14%
11,120 $609,000
Q4 2018

Feb 13, 2019
BUY
N/A
12,952 New
12,952 $638,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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