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BOK Financial Private Wealth, Inc.: SCHX position timeline

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

BOK Financial Private Wealth, Inc. held 94,854 SCHX 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 94,854 shares
    Change vs previous 13F -53 shares

    0.14% of the 13F portfolio, value $2,791,547.

    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 94,907 shares
    Change vs previous 13F -6,036 shares

    0.15% of the 13F portfolio, value $2,433,410.

    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 100,943 shares
    Change vs previous 13F -290 shares

    0.17% of the 13F portfolio, value $2,716,370.

    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 101,233 shares
    Change vs previous 13F -812 shares

    0.17% of the 13F portfolio, value $2,666,471.

    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 102,045 shares
    Change vs previous 13F -1,054 shares

    0.17% of the 13F portfolio, value $2,493,974.

    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 103,099 shares
    Change vs previous 13F -563 shares

    0.17% of the 13F portfolio, value $2,276,421.

    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 103,662 shares
    Change vs previous 13F +70,164 shares

    0.17% of the 13F portfolio, value $2,402,892.

    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 33,498 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,272,858.

    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).