Bok Financial Private Wealth, Inc. Schwab Us Aggregate Bond ETF Transaction History

Bok Financial Private Wealth, Inc.

$1.58 Billion
Q3 2025

A detailed history of Bok Financial Private Wealth, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 60 shares of SCHZ stock, worth $1,404. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 60 -0.0%

Holding current value

$1,404

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$22.63 - $47.53 $678 - $1,425	30 Added 100.0%	60 $1,000
Q4 2023 Jan 30, 2024	SELL	$43.09 - $46.83 $991 - $1,077	-23 Reduced 43.4%	30 $1,000
Q3 2023 Oct 13, 2023	SELL	$44.14 - $46.33 $1,633 - $1,714	-37 Reduced 41.11%	53 $2,000
Q1 2023 Apr 21, 2023	BUY	$45.33 - $47.44 $2,402 - $2,514	53 Added 143.24%	90 $4,000
Q3 2022 Nov 07, 2022	BUY	$44.98 - $49.09 $1,664 - $1,816	37 New	37 $2,000

Q2 2022 Aug 15, 2022	BUY	$46.62 - $50.36 $2,517 - $2,719	54 New	54 $3,000
Q3 2018 Oct 23, 2018	SELL	N/A	-6,023 Closed	0 $0
Q2 2018 Aug 08, 2018	SELL	N/A	-926 Reduced 13.33%	6,023 $305,000
Q1 2018 May 09, 2018	BUY	N/A	67 Added 0.97%	6,949 $355,000
Q4 2017 Feb 05, 2018	SELL	N/A	-241 Reduced 3.38%	6,882 $358,000
Q3 2017 Nov 06, 2017	BUY	N/A	7,123	7,123 $373,000

Others Institutions Holding SCHZ

# of Institutions

707

Shares Held

174M

Call Options Held

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bok Financial Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bok Financial Private Wealth, Inc. with notifications on news.

Account

Bok Financial Private Wealth, Inc. Schwab Us Aggregate Bond ETF Transaction History