Sequoia Financial Advisors, LLC Schwab Strategic Tr Intl Small Transaction History

Sequoia Financial Advisors, LLC

  • $7.97 Billion
  • Q1 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 16,367 shares of SCHC stock, worth $582,337. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,367
Previous 22,550 27.42%
Holding current value
$582,337
Previous $786,000 25.57%
% of portfolio
0.01%
Previous 0.01%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$33.2 - $35.86 $205,275 - $221,722
-6,183 Reduced 27.42%
16,367 $585,000
Q4 2023

Jan 25, 2024
SELL
$30.0 - $35.05 $5,550 - $6,484
-185 Reduced 0.81%
22,550 $786,000
Q3 2023

Nov 08, 2023
BUY
$32.0 - $35.51 $10,816 - $12,002
338 Added 1.51%
22,735 $733,000
Q2 2023

Aug 08, 2023
BUY
$32.67 - $34.58 $28,128 - $29,773
861 Added 4.0%
22,397 $756,000
Q1 2023

Apr 24, 2023
SELL
$31.54 - $34.93 $193,214 - $213,981
-6,126 Reduced 22.15%
21,536 $725,000
Q4 2022

Feb 10, 2023
SELL
$29.55 - $32.98 $3,989 - $4,452
-135 Reduced 0.49%
27,662 $870,000
Q4 2022

Jan 17, 2023
SELL
$29.55 - $32.98 $291,835 - $325,710
-9,876 Reduced 26.22%
27,797 $0
Q3 2022

Oct 26, 2022
SELL
N/A
-271,638 Reduced 87.82%
37,673 $1.05 Million
Q2 2022

Jul 22, 2022
SELL
N/A
-22,378 Reduced 6.75%
309,311 $9.66 Million
Q1 2022

May 13, 2022
BUY
N/A
60 Added 0.02%
331,689 $12.6 Million
Q4 2021

Feb 11, 2022
BUY
N/A
201,145 Added 154.15%
331,629 $13.6 Million
Q3 2021

Oct 26, 2021
SELL
N/A
-196,462 Reduced 60.09%
130,484 $5.42 Million
Q2 2021

Jul 27, 2021
BUY
N/A
7,209 Added 2.25%
326,946 $13.6 Million
Q1 2021

May 14, 2021
SELL
N/A
-60,465 Reduced 15.9%
319,737 $12.6 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-4,312 Reduced 1.12%
380,202 $14.3 Million
Q3 2020

Oct 23, 2020
SELL
N/A
-9,280 Reduced 2.36%
384,514 $12.5 Million
Q2 2020

Aug 25, 2020
BUY
N/A
393,794 New
393,794 $11.6 Million
Q2 2020

Aug 11, 2020
SELL
N/A
-380,601 Closed
0 $11.6 Million
Q1 2020

May 11, 2020
BUY
N/A
13,506 Added 3.68%
380,601 $9.29 Million
Q4 2019

Feb 13, 2020
BUY
N/A
25,734 Added 7.54%
367,095 $12.7 Million
Q3 2019

Oct 22, 2019
SELL
N/A
-622,592 Reduced 64.59%
341,361 $10.9 Million
Q2 2019

Jul 31, 2019
BUY
N/A
34,268 Added 3.69%
963,953 $31.5 Million
Q1 2019

May 13, 2019
BUY
N/A
257,693 Added 38.35%
929,685 $30 Million
Q4 2018

Feb 14, 2019
BUY
N/A
509,219 Added 312.84%
671,992 $19.6 Million
Q3 2018

Nov 14, 2018
BUY
N/A
8,241 Added 5.33%
162,773 $5.8 Million
Q2 2018

Aug 14, 2018
BUY
N/A
56,566 Added 57.74%
154,532 $5.57 Million
Q1 2018

May 14, 2018
BUY
N/A
2,868 Added 3.02%
97,966 $3.58 Million
Q4 2017

Feb 13, 2018
BUY
N/A
24,415 Added 34.54%
95,098 $3.48 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-570 Reduced 0.8%
70,683 $2.53 Million
Q2 2017

Aug 09, 2017
BUY
N/A
71,253
71,253 $2.4 Million

Others Institutions Holding SCHC

# of Institutions
405
Shares Held
88.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
  • Sector ETFs
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More about SCHC
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