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

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

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 21,470 shares of SCHI stock, worth $482,430. This represents 0.0% of its overall portfolio holdings.

Number of Shares

21,470

Previous 17,260 24.39%

Holding current value

$482,430

Previous $380,000 26.84%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$21.77 - $22.56 $91,651 - $94,977	4,210 Added 24.39%	21,470 $482,000
Q4 2024 Feb 07, 2025	BUY	$22.02 - $46.16 $155,945 - $326,905	7,082 Added 69.58%	17,260 $380,000
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

225

Shares Held

41.2M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
Sector ETFs
Industry ETFs

More about SCHI

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 5 10 Yr C Transaction History