Sequoia Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 213,422 shares of SCHD stock, worth $5.53 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

213,422

Previous 203,445 4.9%

Holding current value

$5.53 Million

Previous $5.56 Million 7.36%

% of portfolio

0.05%

Previous 0.05%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$27.01 - $28.54 $269,478 - $284,743	9,977 Added 4.9%	213,422 $5.97 Million
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $4.15 Million - $13.1 Million	153,945 Added 311.0%	203,445 $5.56 Million
Q3 2024 Oct 21, 2024	BUY	$77.02 - $85.06 $200,637 - $221,581	2,605 Added 5.55%	49,500 $4.18 Million
Q2 2024 Jul 15, 2024	SELL	$75.81 - $80.15 $360,552 - $381,193	-4,756 Reduced 9.21%	46,895 $3.65 Million
Q1 2024 Apr 30, 2024	SELL	$75.25 - $80.63 $310,105 - $332,276	-4,121 Reduced 7.39%	51,651 $4.16 Million
Q4 2023 Jan 25, 2024	SELL	$66.9 - $76.32 $15,320 - $17,477	-229 Reduced 0.41%	55,772 $4.25 Million
Q3 2023 Nov 08, 2023	SELL	$70.63 - $75.66 $328,429 - $351,819	-4,650 Reduced 7.67%	56,001 $3.96 Million
Q2 2023 Aug 08, 2023	SELL	$69.18 - $73.94 $1.71 Million - $1.83 Million	-24,685 Reduced 28.93%	60,651 $4.4 Million
Q1 2023 Apr 24, 2023	SELL	$70.28 - $78.03 $1.27 Million - $1.41 Million	-18,042 Reduced 17.45%	85,336 $6.24 Million
Q4 2022 Feb 10, 2023	SELL	$67.16 - $79.06 $129,350 - $152,269	-1,926 Reduced 1.83%	103,378 $7.81 Million
Q4 2022 Jan 17, 2023	BUY	$67.16 - $79.06 $2.3 Million - $2.71 Million	34,235 Added 48.17%	105,304 $0
Q3 2022 Oct 26, 2022	BUY	$66.43 - $77.87 $743,949 - $872,066	11,199 Added 18.71%	71,069 $4.72 Million
Q2 2022 Jul 22, 2022	BUY	$70.31 - $80.24 $737,340 - $841,476	10,487 Added 21.24%	59,870 $4.29 Million
Q1 2022 May 13, 2022	BUY	$75.14 - $81.94 $793,478 - $865,286	10,560 Added 27.2%	49,383 $3.9 Million
Q4 2021 Feb 11, 2022	BUY	$74.93 - $80.86 $2.91 Million - $3.14 Million	38,823 New	38,823 $3.14 Million
Q3 2021 Oct 26, 2021	SELL	$74.23 - $78.13 $2.29 Million - $2.41 Million	-30,820 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$73.32 - $77.65 $517,785 - $548,364	7,062 Added 29.72%	30,820 $2.33 Million
Q1 2021 May 14, 2021	BUY	$63.23 - $73.67 $163,828 - $190,878	2,591 Added 12.24%	23,758 $1.73 Million
Q4 2020 Feb 12, 2021	BUY	$54.8 - $65.16 $77,377 - $92,005	1,412 Added 7.15%	21,167 $1.36 Million
Q3 2020 Oct 23, 2020	BUY	$50.37 - $58.54 $167,681 - $194,879	3,329 Added 20.27%	19,755 $1.09 Million
Q2 2020 Aug 25, 2020	BUY	$43.56 - $56.5 $715,516 - $928,069	16,426 New	16,426 $850,000
Q2 2020 Aug 11, 2020	SELL	$43.56 - $56.5 $499,938 - $648,450	-11,477 Closed	0 $850,000
Q1 2020 May 11, 2020	BUY	$39.5 - $59.28 $55,576 - $83,406	1,407 Added 13.97%	11,477 $516,000
Q4 2019 Feb 13, 2020	BUY	$52.87 - $58.15 $4,969 - $5,466	94 Added 0.94%	10,070 $583,000
Q3 2019 Oct 22, 2019	BUY	$54.39 - $55.76 $60,372 - $61,893	1,110 Added 12.52%	9,976 $547,000
Q2 2019 Jul 31, 2019	BUY	N/A	845 Added 10.53%	8,866 $471,000
Q1 2019 May 13, 2019	BUY	N/A	8,021 New	8,021 $419,000

Others Institutions Holding SCHD

# of Institutions

1,974

Shares Held

847M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

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 Strategic Tr Us Dividen Transaction History