Bokf, Na Schwab Strategic U.S. Mid Cap Transaction History

Bokf, Na

$5.59 Billion
Q1 2025

A detailed history of Bokf, Na transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bokf, Na holds 4,851 shares of SCHM stock, worth $140,581. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,851

Previous 4,149 16.92%

Holding current value

$140,581

Previous $114,000 11.4%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$25.58 - $29.24 $17,957 - $20,526	702 Added 16.92%	4,851 $127,000
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $76,175 - $229,688	2,766 Added 200.0%	4,149 $114,000
Q3 2024 Nov 14, 2024	BUY	$75.47 - $83.18 $21,810 - $24,039	289 Added 26.42%	1,383 $114,000
Q4 2023 Feb 14, 2024	BUY	$63.01 - $75.95 $68,932 - $83,089	1,094 New	1,094 $82,000
Q4 2017 Feb 14, 2018	SELL	N/A	-1,269 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	1,269	1,269 $63,000

Others Institutions Holding SCHM

# of Institutions

1,022

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

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