Ownership history in BOKF, NA Β· 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 β sourced directly from SEC EDGAR 13F filings.
π BOKF, NA outperformed the S&P 500 by +3.0% annually on this SCHG position. Timing score: 46% (6/13 decisions correct). Average cost basis: $18.85. Maximum drawdown during holding period: β31.8%.
β
Outperformed SPY on this position by 3.0% ann.
16 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
6 of 13 add/trim decisions correct
Best entry: $13.70 (2022 Q4) Β· Worst: $27.76 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 6 trims. Bought during 4 of 6 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size