Sequoia Financial Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 10,178 shares of SCHI stock, worth $226,969. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,178
Previous 9,603 5.99%
Holding current value
$226,969
Previous $423,000 10.87%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$43.73 - $46.29 $25,144 - $26,616
575 Added 5.99%
10,178 $469,000
Q2 2024

Jul 15, 2024
BUY
$43.11 - $44.42 $72,769 - $74,980
1,688 Added 21.33%
9,603 $423,000
Q1 2024

Apr 30, 2024
SELL
$43.87 - $44.99 $45,800 - $46,969
-1,044 Reduced 11.65%
7,915 $352,000
Q4 2023

Jan 25, 2024
SELL
$40.96 - $45.17 $188,948 - $208,369
-4,613 Reduced 33.99%
8,959 $402,000
Q3 2023

Nov 08, 2023
BUY
$42.12 - $44.19 $571,652 - $599,746
13,572 New
13,572 $572,000

Others Institutions Holding SCHI

# of Institutions
195
Shares Held
19.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email