Bokf, Na Schwab Strategic U.S. Reit ETF Transaction History

Bokf, Na

$5.65 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$19.39 - $20.93 $9,695 - $10,465	-500 Reduced 50.71%	486 $9,000
Q3 2023 Nov 14, 2023	BUY	$17.52 - $20.27 $17,274 - $19,986	986 New	986 $17,000
Q4 2022 Feb 13, 2023	BUY	$17.68 - $20.46 $210,374 - $243,453	11,899 New	11,899 $229,000

Others Institutions Holding SCHH

# of Institutions

533

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

52.9M
Shares

$1.1 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$576 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$536 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$158 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$146 Million
0.58% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bokf, Na, based on Form 13F filings with the SEC.

News

Stay updated on Bokf, Na with notifications on news.