Sequoia Financial Advisors, LLC Schwab Fundamental Intl Small Transaction History

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 12,394 shares of FNDC stock, worth $498,610. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,394

Previous 11,141 11.25%

Holding current value

$498,610

Previous $380,000 17.89%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$33.34 - $37.44 $41,775 - $46,912	1,253 Added 11.25%	12,394 $448,000
Q4 2024 Feb 07, 2025	BUY	$33.92 - $38.03 $47,386 - $53,127	1,397 Added 14.34%	11,141 $380,000
Q3 2024 Oct 21, 2024	BUY	$33.85 - $38.5 $63,367 - $72,072	1,872 Added 23.78%	9,744 $371,000
Q2 2024 Jul 15, 2024	BUY	$33.97 - $36.16 $35,294 - $37,570	1,039 Added 15.21%	7,872 $273,000
Q1 2024 Apr 30, 2024	SELL	$33.21 - $35.58 $17,866 - $19,142	-538 Reduced 7.3%	6,833 $242,000
Q4 2023 Jan 25, 2024	SELL	$30.23 - $34.87 $19,619 - $22,630	-649 Reduced 8.09%	7,371 $256,000
Q3 2023 Nov 08, 2023	BUY	$32.07 - $34.74 $24,982 - $27,062	779 Added 10.76%	8,020 $257,000
Q2 2023 Aug 08, 2023	BUY	$32.33 - $34.2 $234,101 - $247,642	7,241 New	7,241 $240,000

Others Institutions Holding FNDC

# of Institutions

266

Shares Held

57.3M

Call Options Held

3.5K

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
Sector ETFs
Industry ETFs

More about FNDC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Account

Sequoia Financial Advisors, LLC Schwab Fundamental Intl Small Transaction History