BOKF, NA

Position in SCHW — Schwab Charles Corp

CIK 9634 TULSA, OK

Position in SCHW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$5,845,027

+$298,141 QoQ

Shares Held

63,347

+7.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#604

of 2,301 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BOKF, NA holds $63,119,048 across 14 Capital Markets names. SCHW ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	108,364	$22,652,409
2	GS	Goldman Sachs Group Inc	18,852	$19,066,346
3	EVR	Evercore Inc.	30,377	$10,371,922
4	SCHW	Schwab Charles Corp This page	63,347	$5,845,027
5	OPY	Oppenheimer Holdings Inc	23,850	$2,517,129
6	HLI	Houlihan Lokey, Inc.	10,547	$1,414,669
7	TW	Tradeweb Markets Inc.	5,987	$596,664
8	SNEX	StoneX Group Inc.	5,913	$467,127

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,845,027	63,347	+7.3%	Shares	Sole	2026-08-10
2026-03-31	$5,546,886	59,022	+7.3%	Shares	Sole	2026-05-08
2025-12-31	$5,496,248	55,012	-7.7%	Shares	Sole	2026-02-03
2025-09-30	$5,692,684	59,628	+19.9%	Shares	Sole	2025-11-13
2025-06-30	$4,539,372	49,752	+85.4%	Shares	Sole	2025-08-12
2025-03-31	$2,101,034	26,840	+41.6%	Shares	Sole	2025-05-13
2024-12-31	$1,402,415	18,949	-22.6%	Shares	Sole	2025-02-14
2024-09-30	$1,586,807	24,484	-1.0%	Shares	Sole	2024-11-14
2024-06-30	$1,821,689	24,721	+23.2%	Shares	Defined	2024-08-08
2024-03-31	$1,451,791	20,069	+33.9%	Shares	Defined	2024-05-15
2023-12-31	$1,031,380	14,991	+2.5%	Shares	Defined	2024-02-14
2023-09-30	$803,131	14,629	+58.3%	Shares	Defined	2023-11-14
2023-06-30	$523,949	9,244	-67.4%	Shares	Sole	2023-08-21
2023-03-31	$1,484,448	28,340	-53.2%	Shares	Defined	2023-05-11
2022-12-31	$5,045,971	60,605	-18.6%	Shares	Other	2023-02-13
2022-09-30	$5,353,667	74,491	-9.4%	Shares	Other	2022-11-14
2022-06-30	$5,194,595	82,219	+225.5%	Shares	Other	2022-08-11
2022-03-31	$2,129,585	25,259	-6.7%	Shares	Other	2022-05-13
2021-12-31	$2,275,997	27,063	-52.9%	Shares	Other	2022-03-11
2021-09-30	$4,188,227	57,499	+3.8%	Shares	Other	2021-11-10
2021-03-31	$3,610,841	55,398	-5.6%	Shares	Other	2021-04-21
2020-12-31	$3,111,856	58,670	+2.1%	Shares	Other	2021-02-12
2020-09-30	$2,081,847	57,462	-23.8%	Shares	Other	2020-10-30
2020-06-30	$2,544,703	75,421	+11.7%	Shares	Other	2020-08-12
2020-03-31	$2,269,921	67,517	—	Shares	Other	2020-05-13
No filing history on record for this holder in this stock.