Skip to content
Disclosery

BOKF, NA: SCHW position timeline

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

BOKF, NA held 63,347 SCHW 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 63,347 shares
    Change vs previous 13F +4,325 shares

    0.08% of the 13F portfolio, value $5,845,028.

    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 59,022 shares
    Change vs previous 13F +4,010 shares

    0.08% of the 13F portfolio, value $5,546,888.

    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 ended2025-12-31
    13F 55,012 shares
    Change vs previous 13F -4,616 shares

    0.08% of the 13F portfolio, value $5,496,249.

    13F-HR 0000009634-26-000002 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).

  4. period ended2025-09-30
    13F 59,628 shares
    Change vs previous 13F +9,876 shares

    0.09% of the 13F portfolio, value $5,692,685.

    13F-HR 0000009634-25-000006 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).

  5. period ended2025-06-30
    13F 49,752 shares
    Change vs previous 13F +22,912 shares

    0.07% of the 13F portfolio, value $4,539,372.

    13F-HR 0000009634-25-000005 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).

  6. period ended2025-03-31
    13F 26,840 shares
    Change vs previous 13F +7,891 shares

    0.04% of the 13F portfolio, value $2,101,035.

    13F-HR 0000009634-25-000003 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).

  7. period ended2024-12-31
    13F 18,949 shares
    Change vs previous 13F -5,535 shares

    0.02% of the 13F portfolio, value $1,378,919.

    13F-HR 0000009634-25-000002 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).

  8. period ended2024-09-30
    13F 24,484 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,552,285.

    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).