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

Sequoia Financial Advisors, LLC

$18.2 Billion
Q2 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 25, 2025	SELL	$21.85 - $22.76 $125,200 - $130,414	-5,730 Reduced 26.69%	15,740 $358,000
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 Aug 08, 2025	BUY	$22.02 - $46.16 $33,470 - $70,163	1,520 Added 9.66%	17,260 $380,000
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

241

Shares Held

48.8M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

8.45M
Shares

$192 Million
4.35% of portfolio
Envestnet Asset Management Inc

7.34M
Shares

$167 Million
0.05% of portfolio
Captrust Financial Advisors Raleigh, NC

6.33M
Shares

$144 Million
0.37% of portfolio
Campbell Wealth Management

5.68M
Shares

$129 Million
11.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.39M
Shares

$54.3 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

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