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

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 249,224 shares of SCHF stock, worth $5.38 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

249,224

Previous 186,808 33.41%

Holding current value

$5.38 Million

Previous $3.46 Million 42.66%

% of portfolio

0.04%

Previous 0.03%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$18.36 - $20.51 $1.15 Million - $1.28 Million	62,416 Added 33.41%	249,224 $4.93 Million
Q4 2024 Feb 07, 2025	BUY	$18.41 - $40.87 $1.85 Million - $4.12 Million	100,714 Added 116.98%	186,808 $3.46 Million
Q3 2024 Oct 21, 2024	BUY	$36.98 - $41.55 $257,343 - $289,146	6,959 Added 8.79%	86,094 $3.54 Million
Q2 2024 Jul 15, 2024	BUY	$37.19 - $39.82 $35,218 - $37,709	947 Added 1.21%	79,135 $3.04 Million
Q1 2024 Apr 30, 2024	SELL	$35.71 - $39.11 $1.07 Million - $1.17 Million	-29,891 Reduced 27.66%	78,188 $3.05 Million
Q4 2023 Jan 25, 2024	BUY	$32.37 - $37.01 $1.3 Million - $1.49 Million	40,160 Added 59.13%	108,079 $3.99 Million
Q3 2023 Nov 08, 2023	BUY	$33.82 - $36.71 $134,400 - $145,885	3,974 Added 6.21%	67,919 $2.31 Million
Q2 2023 Aug 08, 2023	BUY	$34.48 - $36.54 $416,552 - $441,439	12,081 Added 23.29%	63,945 $2.28 Million
Q1 2023 Apr 24, 2023	BUY	$32.42 - $35.44 $768,191 - $839,750	23,695 Added 84.12%	51,864 $1.8 Million
Q4 2022 Feb 10, 2023	SELL	$28.0 - $33.87 $504 - $609	-18 Reduced 0.06%	28,169 $907,000
Q4 2022 Jan 17, 2023	SELL	$28.0 - $33.87 $159,964 - $193,499	-5,713 Reduced 16.85%	28,187 $0
Q3 2022 Oct 26, 2022	SELL	$28.01 - $33.61 $172,289 - $206,735	-6,151 Reduced 15.36%	33,900 $954,000
Q2 2022 Jul 22, 2022	SELL	$31.13 - $37.19 $727,788 - $869,465	-23,379 Reduced 36.86%	40,051 $1.26 Million
Q1 2022 May 13, 2022	BUY	$33.67 - $39.47 $443,063 - $519,385	13,159 Added 26.18%	63,430 $2.33 Million
Q4 2021 Feb 11, 2022	BUY	$37.77 - $40.6 $1.41 Million - $1.52 Million	37,387 Added 290.18%	50,271 $1.95 Million
Q3 2021 Oct 26, 2021	SELL	$38.35 - $40.79 $1.24 Million - $1.32 Million	-32,360 Reduced 71.52%	12,884 $499,000
Q2 2021 Jul 27, 2021	BUY	$38.15 - $40.84 $61,841 - $66,201	1,621 Added 3.72%	45,244 $1.79 Million
Q1 2021 May 14, 2021	SELL	$35.74 - $38.15 $226,484 - $241,756	-6,337 Reduced 12.68%	43,623 $1.64 Million
Q4 2020 Feb 12, 2021	BUY	$30.32 - $36.26 $51,938 - $62,113	1,713 Added 3.55%	49,960 $1.8 Million
Q3 2020 Oct 23, 2020	BUY	$29.85 - $32.42 $64,446 - $69,994	2,159 Added 4.68%	48,247 $1.52 Million
Q2 2020 Aug 25, 2020	BUY	$24.62 - $31.42 $1.13 Million - $1.45 Million	46,088 New	46,088 $1.37 Million
Q2 2020 Aug 11, 2020	SELL	$24.62 - $31.42 $959,047 - $1.22 Million	-38,954 Closed	0 $1.37 Million
Q1 2020 May 11, 2020	SELL	$22.3 - $34.12 $179,738 - $275,007	-8,060 Reduced 17.14%	38,954 $1.01 Million
Q4 2019 Feb 13, 2020	SELL	$30.95 - $33.72 $123,150 - $134,171	-3,979 Reduced 7.8%	47,014 $1.58 Million
Q3 2019 Oct 22, 2019	SELL	$31.56 - $32.18 $41,690 - $42,509	-1,321 Reduced 2.53%	50,993 $1.63 Million
Q2 2019 Jul 31, 2019	SELL	N/A	-2,199 Reduced 4.03%	52,314 $1.68 Million
Q1 2019 May 13, 2019	SELL	N/A	-52,895 Reduced 49.25%	54,513 $1.71 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-2,028 Reduced 1.85%	107,408 $3.05 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-63,854 Reduced 36.85%	109,436 $3.67 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-5,710 Reduced 3.19%	173,290 $5.73 Million
Q1 2018 May 14, 2018	SELL	N/A	-3,283 Reduced 1.8%	179,000 $6.03 Million
Q4 2017 Feb 13, 2018	BUY	N/A	1,590 Added 0.88%	182,283 $6.21 Million
Q3 2017 Nov 13, 2017	SELL	N/A	-28,405 Reduced 13.58%	180,693 $6.05 Million
Q2 2017 Aug 09, 2017	BUY	N/A	209,098	209,098 $6.65 Million

Others Institutions Holding SCHF

# of Institutions

1,413

Shares Held

1.54B

Call Options Held

52.9K

Put Options Held

3.9K

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
Sector ETFs
Industry ETFs

More about SCHF

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 Intl Eqty Transaction History