Ownership history in BOKF, NA · 17 quarters on record
This page tracks every 13F SEC filing in which BOKF, NA reported a position in SCHWAB STRATEGIC TR (SCHG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 180 | — | 0% | 0.00% | $6K | $31.88 |
| 2025 Q2 | REDUCED | 180 | -1,152 | -86.5% | 0.00% | $5K | $29.15 |
| 2025 Q1 | ADDED | 1,332 | +108 | +8.8% | 0.00% | $33K | $24.97 |
| 2024 Q4 | ADDED | 1,224 | +918 | +300.0% | 0.00% | $34K | $27.76 |
| 2024 Q3 | REDUCED | 306 | -197 | -39.2% | 0.00% | $31K | $25.91 |
| 2024 Q2 | ADDED | 503 | +45 | +9.8% | 0.00% | $51K | $25.06 |
| 2024 Q1 | UNCHANGED | 458 | — | 0% | 0.00% | $43K | $23.01 |
| 2023 Q4 | UNCHANGED | 458 | — | 0% | 0.00% | $38K | $20.57 |
| 2023 Q3 | REDUCED | 458 | -1,357 | -74.8% | 0.00% | $33K | $18.00 |
| 2023 Q2 | REDUCED | 1,815 | -1,155 | -38.9% | 0.00% | $136K | $18.53 |
As of 2025 Q4 — sorted by position size