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 $224,832. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,178
Previous 9,603 5.99%
Holding current value
$224,832
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
19.4M
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
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