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BOK Financial Private Wealth, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOK Financial Private Wealth, Inc. on SCHD, newest first. How the timeline and the estimate are built.

BOK Financial Private Wealth, Inc. held 57,698 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,698 shares
    Change vs previous 13F -3,496 shares

    0.09% of the 13F portfolio, value $1,829,604.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 61,194 shares
    Change vs previous 13F -8,109 shares

    0.11% of the 13F portfolio, value $1,877,432.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 69,303 shares
    Change vs previous 13F -16 shares

    0.12% of the 13F portfolio, value $1,900,982.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 69,319 shares
    Change vs previous 13F -4,266 shares

    0.12% of the 13F portfolio, value $1,892,409.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 73,585 shares
    Change vs previous 13F -5,105 shares

    0.13% of the 13F portfolio, value $1,950,003.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 78,690 shares
    Change vs previous 13F +17,254 shares

    0.17% of the 13F portfolio, value $2,200,173.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 61,436 shares
    Change vs previous 13F +41,695 shares

    0.12% of the 13F portfolio, value $1,678,432.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,741 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,668,707.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).