Charles Schwab Investment Management Inc Bok Financial Corp Transaction History

Charles Schwab Investment Management Inc

  • $557 Billion
  • Q2 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Bok Financial Corp stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 222,292 shares of BOKF stock, worth $24.4 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
222,292
Previous 226,359 1.8%
Holding current value
$24.4 Million
Previous $23.6 Million 7.94%
% of portfolio
0.0%
Previous 0.0%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$87.86 - $103.42 $357,326 - $420,609
-4,067 Reduced 1.8%
222,292 $21.7 Million
Q1 2025

Sep 15, 2025
BUY
$98.85 - $114.26 $402,022 - $464,695
4,067 Added 1.83%
226,359 $23.6 Million
Q1 2025

May 09, 2025
SELL
$98.85 - $114.26 $449,668 - $519,768
-4,549 Reduced 1.97%
226,359 $23.6 Million
Q4 2024

Feb 06, 2025
SELL
$101.23 - $119.67 $838,690 - $991,465
-8,285 Reduced 3.46%
230,908 $24.6 Million
Q3 2024

Nov 12, 2024
SELL
$87.91 - $107.34 $2.69 Million - $3.28 Million
-30,553 Reduced 11.33%
239,193 $25 Million
Q2 2024

Aug 12, 2024
SELL
$85.13 - $95.82 $135,356 - $152,353
-1,590 Reduced 0.59%
269,746 $24.7 Million
Q1 2024

May 08, 2024
BUY
$79.78 - $92.0 $626,113 - $722,016
7,848 Added 2.98%
271,336 $25 Million
Q4 2023

Feb 06, 2024
BUY
$63.93 - $86.35 $824,185 - $1.11 Million
12,892 Added 5.14%
263,488 $22.6 Million
Q3 2023

Nov 08, 2023
BUY
$78.39 - $91.54 $353,852 - $413,211
4,514 Added 1.83%
250,596 $20 Million
Q2 2023

Aug 09, 2023
SELL
$75.73 - $90.44 $32,260 - $38,527
-426 Reduced 0.17%
246,082 $19.9 Million
Q1 2023

May 11, 2023
BUY
$81.54 - $105.1 $250,490 - $322,867
3,072 Added 1.26%
246,508 $20.8 Million
Q4 2022

Feb 13, 2023
BUY
$90.95 - $110.19 $392,813 - $475,910
4,319 Added 1.81%
243,436 $25.3 Million
Q3 2022

Nov 14, 2022
BUY
$71.55 - $94.99 $171,219 - $227,311
2,393 Added 1.01%
239,117 $21.2 Million
Q2 2022

Aug 15, 2022
BUY
$74.51 - $93.25 $938,155 - $1.17 Million
12,591 Added 5.62%
236,724 $17.9 Million
Q1 2022

May 13, 2022
BUY
$93.95 - $116.31 $589,254 - $729,496
6,272 Added 2.88%
224,133 $21.1 Million
Q4 2021

Feb 11, 2022
BUY
$90.89 - $109.56 $258,036 - $311,040
2,839 Added 1.32%
217,861 $23 Million
Q3 2021

Nov 16, 2021
BUY
$78.32 - $91.93 $362,621 - $425,635
4,630 Added 2.2%
215,022 $19.3 Million
Q2 2021

Aug 16, 2021
BUY
$83.68 - $92.45 $465,428 - $514,206
5,562 Added 2.72%
210,392 $18.2 Million
Q1 2021

May 17, 2021
SELL
$69.41 - $97.79 $16,450 - $23,176
-237 Reduced 0.12%
204,830 $18.3 Million
Q4 2020

Feb 16, 2021
BUY
$51.64 - $72.8 $195,560 - $275,693
3,787 Added 1.88%
205,067 $14 Million
Q3 2020

Nov 13, 2020
SELL
$48.95 - $62.15 $591,364 - $750,834
-12,081 Reduced 5.66%
201,280 $10.4 Million
Q2 2020

Aug 14, 2020
SELL
$40.55 - $67.46 $373,871 - $621,981
-9,220 Reduced 4.14%
213,361 $12 Million
Q1 2020

May 15, 2020
BUY
$35.4 - $87.41 $426,605 - $1.05 Million
12,051 Added 5.72%
222,581 $9.47 Million
Q4 2019

Feb 07, 2020
BUY
$72.67 - $88.05 $316,768 - $383,809
4,359 Added 2.11%
210,530 $18.4 Million
Q3 2019

Nov 08, 2019
BUY
$73.47 - $83.94 $897,729 - $1.03 Million
12,219 Added 6.3%
206,171 $16.3 Million
Q2 2019

Aug 09, 2019
BUY
$73.81 - $88.2 $423,374 - $505,915
5,736 Added 3.05%
193,952 $14.6 Million
Q1 2019

May 14, 2019
BUY
$73.86 - $92.37 $1.16 Million - $1.45 Million
15,747 Added 9.13%
188,216 $15.4 Million
Q4 2018

Feb 14, 2019
BUY
$70.59 - $97.5 $2.05 Million - $2.83 Million
29,046 Added 20.25%
172,469 $12.6 Million
Q3 2018

Nov 13, 2018
BUY
$93.8 - $104.78 $734,923 - $820,951
7,835 Added 5.78%
143,423 $14 Million
Q2 2018

Aug 08, 2018
BUY
$93.02 - $105.26 $372,080 - $421,040
4,000 Added 3.04%
135,588 $12.7 Million
Q1 2018

May 07, 2018
BUY
$90.63 - $100.99 $482,060 - $537,165
5,319 Added 4.21%
131,588 $13 Million
Q4 2017

Jan 17, 2018
BUY
$82.54 - $93.49 $623,259 - $705,942
7,551 Added 6.36%
126,269 $11.7 Million
Q3 2017

Nov 13, 2017
BUY
$77.3 - $89.08 $9.18 Million - $10.6 Million
118,718
118,718 $10.6 Million

Others Institutions Holding BOKF

# of Institutions
264
Shares Held
20.7M
Call Options Held
6.9K
Put Options Held
8.3K
View Full List

About BOK FINANCIAL CORP

BOKF Quotes by TradingView
  • Ticker BOKF
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 67,254,400
  • Market Cap $7.39B
  • Description
  • BOK Financial Corporation operates as the financial holding company for BOKF, NA that provides various financial products and services in Oklahoma, Texas, New Mexico, Northwest Arkansas, Colorado, Arizona, and Kansas/Missouri. It operates through three segments: Commercial Banking, Consumer Banking, and Wealth Management. The Commercial Banking ...
More about BOKF
Track This Portfolio

Track Charles Schwab Investment Management Inc Portfolio

Follow Charles Schwab Investment Management 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 Charles Schwab Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email