SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

BOK Financial Private Wealth, Inc.'s Holding History (CIK: 0001317348)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 273 Value ($000) $8 Avg Close Range
Q3 2025
Shares 273 Value ($000) $8 Avg Close Range
Q2 2025
Shares 273 Value ($000) $8 Avg Close Range
Q1 2025
Shares 273 Value ($000) $7 Avg Close Range
Q4 2024
Shares 438 Value ($000) $12 Avg Close Range
Q3 2024
Shares 146 Value ($000) $12 Avg Close Range
Q2 2024
Shares 146 Value ($000) $11 Avg Close Range
Q1 2024
Shares 148 Value ($000) $12 Avg Close Range
Q4 2023
Shares 166 Value ($000) $13 Avg Close Range
Q3 2023
Shares 166 Value ($000) $11 Avg Close Range
Q2 2023
Shares 168 Value ($000) $12 Avg Close Range
Q1 2023
Shares 181 Value ($000) $12 Avg Close Range
Q4 2022
Shares 181 Value ($000) $12 Avg Close Range
Q3 2022
Shares 181 Value ($000) $11 Avg Close Range
Q2 2022
Shares 204 Value ($000) $13 Avg Close Range
Q4 2019
Shares 4,957 Value ($000) $298 Avg Close Range
Q3 2019
Shares 5,256 Value ($000) $297 Avg Close Range
Q4 2017
Shares 4,884 Value ($000) $260 Avg Close Range
Q3 2017
Shares 4,884 Value ($000) $245 Avg Close Range
Q2 2017
Shares 6,381 Value ($000) $307 Avg Close Range
Q1 2017
Shares 6,381 Value ($000) $302 Avg Close Range
Q4 2016
Shares 6,822 Value ($000) $308 Avg Close Range
Q3 2016
Shares 13,963 Value ($000) $608 Avg Close Range
Q2 2016
Shares 13,961 Value ($000) $587 Avg Close Range