Sequoia Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 82,690 shares of SCHM stock, worth $2.24 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
82,690
Previous 85,060 2.79%
Holding current value
$2.24 Million
Previous $2.36 Million 8.1%
% of portfolio
0.02%
Previous 0.02%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$25.58 - $29.24 $60,624 - $69,298
-2,370 Reduced 2.79%
82,690 $2.17 Million
Q4 2024

Feb 07, 2025
BUY
$27.54 - $83.04 $1.61 Million - $4.86 Million
58,532 Added 220.64%
85,060 $2.36 Million
Q3 2024

Oct 21, 2024
SELL
$75.47 - $83.18 $74,639 - $82,265
-989 Reduced 3.59%
26,528 $2.2 Million
Q2 2024

Jul 15, 2024
SELL
$75.69 - $81.19 $54,194 - $58,132
-716 Reduced 2.54%
27,517 $2.14 Million
Q1 2024

Apr 30, 2024
SELL
$72.89 - $81.43 $39,287 - $43,890
-539 Reduced 1.87%
28,233 $2.3 Million
Q4 2023

Jan 25, 2024
SELL
$63.01 - $75.95 $882 - $1,063
-14 Reduced 0.05%
28,772 $2.17 Million
Q3 2023

Nov 08, 2023
BUY
$66.75 - $73.98 $126,758 - $140,488
1,899 Added 7.06%
28,786 $1.95 Million
Q2 2023

Aug 08, 2023
SELL
$65.29 - $71.03 $368,888 - $401,319
-5,650 Reduced 17.36%
26,887 $1.91 Million
Q1 2023

Apr 24, 2023
SELL
$64.24 - $73.9 $6,102 - $7,020
-95 Reduced 0.29%
32,537 $2.21 Million
Q4 2022

Feb 10, 2023
SELL
$61.05 - $69.94 $20,329 - $23,290
-333 Reduced 1.01%
32,632 $2.14 Million
Q4 2022

Jan 17, 2023
BUY
$61.05 - $69.94 $406,593 - $465,800
6,660 Added 25.32%
32,965 $0
Q3 2022

Oct 26, 2022
SELL
$60.5 - $72.51 $333,173 - $399,312
-5,507 Reduced 17.31%
26,305 $1.59 Million
Q2 2022

Jul 22, 2022
SELL
$60.91 - $76.4 $1.06 Million - $1.33 Million
-17,355 Reduced 35.3%
31,812 $2 Million
Q1 2022

May 13, 2022
BUY
$70.66 - $80.89 $193,961 - $222,043
2,745 Added 5.91%
49,167 $3.73 Million
Q4 2021

Feb 11, 2022
BUY
$76.01 - $83.39 $2.55 Million - $2.8 Million
33,565 Added 261.06%
46,422 $3.73 Million
Q3 2021

Oct 26, 2021
SELL
$74.65 - $80.95 $2.1 Million - $2.28 Million
-28,107 Reduced 68.61%
12,857 $986,000
Q2 2021

Jul 27, 2021
SELL
$74.64 - $79.12 $10,374 - $10,997
-139 Reduced 0.34%
40,964 $3.21 Million
Q1 2021

May 14, 2021
SELL
$67.07 - $76.85 $300,406 - $344,211
-4,479 Reduced 9.83%
41,103 $3.06 Million
Q4 2020

Feb 12, 2021
BUY
$55.93 - $68.45 $46,086 - $56,402
824 Added 1.84%
45,582 $3.11 Million
Q3 2020

Oct 23, 2020
SELL
$51.99 - $58.83 $20,951 - $23,708
-403 Reduced 0.89%
44,758 $2.48 Million
Q2 2020

Aug 25, 2020
BUY
$39.01 - $57.03 $1.76 Million - $2.58 Million
45,161 New
45,161 $2.38 Million
Q2 2020

Aug 11, 2020
SELL
$39.01 - $57.03 $1.64 Million - $2.4 Million
-42,092 Closed
0 $2.38 Million
Q1 2020

May 11, 2020
BUY
$35.83 - $62.24 $43,963 - $76,368
1,227 Added 3.0%
42,092 $1.78 Million
Q4 2019

Feb 13, 2020
SELL
$54.56 - $60.24 $75,129 - $82,950
-1,377 Reduced 3.26%
40,865 $2.46 Million
Q3 2019

Oct 22, 2019
BUY
$56.23 - $57.59 $7,703 - $7,889
137 Added 0.33%
42,242 $2.39 Million
Q2 2019

Jul 31, 2019
BUY
N/A
817 Added 1.98%
42,105 $2.4 Million
Q1 2019

May 13, 2019
BUY
N/A
4,114 Added 11.07%
41,288 $2.29 Million
Q4 2018

Feb 14, 2019
BUY
N/A
539 Added 1.47%
37,174 $1.78 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-606 Reduced 1.63%
36,635 $2.12 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-558 Reduced 1.48%
37,241 $2.04 Million
Q1 2018

May 14, 2018
SELL
N/A
-570 Reduced 1.49%
37,799 $2 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-199 Reduced 0.52%
38,369 $2.04 Million
Q3 2017

Nov 13, 2017
BUY
N/A
2,582 Added 7.18%
38,568 $1.93 Million
Q2 2017

Aug 09, 2017
BUY
N/A
35,986
35,986 $1.73 Million

Others Institutions Holding SCHM

# of Institutions
1,004
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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