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

Sequoia Financial Advisors, LLC

$18.2 Billion
Q2 2025

36 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$24.38 - $30.18 $3.13 Million - $3.88 Million	-128,433 Reduced 64.2%	71,608 $2.16 Million
Q1 2025 Apr 23, 2025	BUY	$25.81 - $28.52 $414,921 - $458,487	16,076 Added 8.74%	200,041 $5.52 Million
Q4 2024 Aug 08, 2025	BUY	$26.63 - $30.23 $2.99 Million - $3.4 Million	112,357 Added 156.91%	183,965 $4.9 Million
Q4 2024 Feb 07, 2025	SELL	$26.63 - $30.23 $45,750 - $51,935	-1,718 Reduced 0.93%	183,965 $4.9 Million
Q3 2024 Oct 21, 2024	SELL	$25.45 - $29.53 $95,615 - $110,944	-3,757 Reduced 1.98%	185,683 $5.42 Million
Q2 2024 Jul 15, 2024	SELL	$24.67 - $27.2 $756,036 - $833,571	-30,646 Reduced 13.92%	189,440 $5.03 Million
Q1 2024 Apr 30, 2024	SELL	$23.47 - $25.45 $417,226 - $452,424	-17,777 Reduced 7.47%	220,086 $5.56 Million
Q4 2023 Jan 25, 2024	SELL	$23.04 - $24.89 $16,243 - $17,547	-705 Reduced 0.3%	237,863 $5.9 Million
Q3 2023 Nov 08, 2023	SELL	$23.83 - $26.11 $26,761 - $29,321	-1,123 Reduced 0.47%	238,568 $5.71 Million
Q2 2023 Aug 08, 2023	SELL	$23.66 - $25.54 $31,538 - $34,044	-1,333 Reduced 0.55%	239,691 $5.9 Million
Q1 2023 Apr 24, 2023	SELL	$23.32 - $26.39 $412,134 - $466,390	-17,673 Reduced 6.83%	241,024 $5.91 Million
Q4 2022 Feb 10, 2023	SELL	$21.59 - $24.95 $2,741 - $3,168	-127 Reduced 0.05%	258,697 $6.12 Million
Q4 2022 Jan 17, 2023	SELL	$21.59 - $24.95 $173,087 - $200,024	-8,017 Reduced 3.0%	258,824 $0
Q3 2022 Oct 26, 2022	SELL	$22.4 - $25.83 $368,569 - $425,006	-16,454 Reduced 5.81%	266,841 $5.98 Million
Q2 2022 Jul 22, 2022	SELL	$24.51 - $28.87 $515,543 - $607,251	-21,034 Reduced 6.91%	283,295 $7.19 Million
Q1 2022 May 13, 2022	BUY	$25.61 - $30.82 $149,562 - $179,988	5,840 Added 1.96%	304,329 $8.45 Million
Q4 2021 Feb 11, 2022	BUY	$28.68 - $31.96 $5.42 Million - $6.04 Million	189,069 Added 172.79%	298,489 $8.84 Million
Q3 2021 Oct 26, 2021	SELL	$29.81 - $32.7 $5.52 Million - $6.05 Million	-185,054 Reduced 62.84%	109,420 $3.34 Million
Q2 2021 Jul 27, 2021	BUY	$31.06 - $33.61 $1.99 Million - $2.15 Million	64,043 Added 27.79%	294,474 $9.68 Million
Q1 2021 May 14, 2021	SELL	$30.78 - $34.63 $870,920 - $979,855	-28,295 Reduced 10.94%	230,431 $7.32 Million
Q4 2020 Feb 12, 2021	SELL	$26.72 - $30.68 $30,113 - $34,576	-1,127 Reduced 0.43%	258,726 $7.93 Million
Q3 2020 Oct 23, 2020	SELL	$24.69 - $27.71 $46,343 - $52,011	-1,877 Reduced 0.72%	259,853 $6.95 Million
Q2 2020 Aug 25, 2020	BUY	$19.87 - $25.05 $5.2 Million - $6.56 Million	261,730 New	261,730 $6.37 Million
Q2 2020 Aug 11, 2020	SELL	$19.87 - $25.05 $4.71 Million - $5.94 Million	-237,085 Closed	0 $6.37 Million
Q1 2020 May 11, 2020	BUY	$18.68 - $28.22 $304,969 - $460,719	16,326 Added 7.4%	237,085 $4.91 Million
Q4 2019 Feb 13, 2020	BUY	$24.83 - $27.51 $319,090 - $353,531	12,851 Added 6.18%	220,759 $6.04 Million
Q3 2019 Oct 22, 2019	BUY	$25.08 - $25.94 $433,608 - $448,476	17,289 Added 9.07%	207,908 $5.23 Million
Q2 2019 Jul 31, 2019	BUY	N/A	19,196 Added 11.2%	190,619 $5 Million
Q1 2019 May 13, 2019	SELL	N/A	-163,931 Reduced 48.88%	171,423 $4.46 Million
Q4 2018 Feb 14, 2019	BUY	N/A	51,504 Added 18.14%	335,354 $7.89 Million
Q3 2018 Nov 14, 2018	BUY	N/A	23,558 Added 9.05%	283,850 $7.3 Million
Q2 2018 Aug 14, 2018	BUY	N/A	121,025 Added 86.9%	260,292 $6.74 Million
Q1 2018 May 14, 2018	BUY	N/A	17,175 Added 14.07%	139,267 $4 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-3,405 Reduced 2.71%	122,092 $3.41 Million
Q3 2017 Nov 13, 2017	SELL	N/A	-54,797 Reduced 30.39%	125,497 $3.38 Million
Q2 2017 Aug 09, 2017	BUY	N/A	180,294	180,294 $4.48 Million

Others Institutions Holding SCHE

# of Institutions

854

Shares Held

149M

Call Options Held

30.5K

Put Options Held

300

Creative Planning Overland Park, KS

19.5M
Shares

$606 Million
0.51% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.2M
Shares

$563 Million
1.08% of portfolio
High Tower Advisors, LLC Chicago, IL

9.86M
Shares

$306 Million
0.38% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.59M
Shares

$111 Million
4.22% of portfolio
Us Bancorp \De\

3.45M
Shares

$107 Million
0.13% of portfolio

View Full List

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