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Disclosery

BOKF, NA: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOKF, NA on SCHD, newest first. How the timeline and the estimate are built.

BOKF, NA held 1,869,323 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 1,869,323 shares
    Change vs previous 13F +58,656 shares

    0.82% of the 13F portfolio, value $59,276,232.

    13F-HR 0000009634-26-000004 filed by BOKF, NA
    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 1,810,667 shares
    Change vs previous 13F +1,348,718 shares

    0.85% of the 13F portfolio, value $55,551,264.

    13F-HR 0000009634-26-000003 filed by BOKF, NA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 461,949 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $38,951,540.

    13F-HR 0001977483-24-000003 filed by BOKF, NA
    Filed (acceptance time not in the bulk data set), ingested

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