Sequoia Financial Advisors, LLC Schwab Short Term Us Treasury Transaction History

Sequoia Financial Advisors, LLC

  • $7.97 Billion
  • Q1 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 30,907 shares of SCHO stock, worth $1.49 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
30,907
Previous 33,282 7.14%
Holding current value
$1.49 Million
Previous $1.61 Million 7.57%
% of portfolio
0.02%
Previous 0.02%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$48.05 - $48.63 $114,118 - $115,496
-2,375 Reduced 7.14%
30,907 $1.49 Million
Q4 2023

Jan 25, 2024
BUY
$47.66 - $48.45 $434,087 - $441,282
9,108 Added 37.68%
33,282 $1.61 Million
Q3 2023

Nov 08, 2023
SELL
$47.78 - $48.2 $346,022 - $349,064
-7,242 Reduced 23.05%
24,174 $1.16 Million
Q2 2023

Aug 08, 2023
BUY
$48.06 - $48.89 $95,062 - $96,704
1,978 Added 6.72%
31,416 $1.51 Million
Q1 2023

Apr 24, 2023
SELL
$47.8 - $49.0 $85,084 - $87,220
-1,780 Reduced 5.7%
29,438 $1.44 Million
Q4 2022

Jan 17, 2023
SELL
$47.91 - $48.47 $141,765 - $143,422
-2,959 Reduced 8.66%
31,218 $0
Q3 2022

Oct 26, 2022
SELL
N/A
-3,694 Reduced 9.75%
34,177 $1.65 Million
Q2 2022

Jul 22, 2022
SELL
N/A
-775 Reduced 2.01%
37,871 $1.86 Million
Q1 2022

May 13, 2022
BUY
N/A
298 Added 0.78%
38,646 $1.92 Million
Q4 2021

Feb 11, 2022
BUY
N/A
13,771 Added 56.03%
38,348 $1.95 Million
Q3 2021

Oct 26, 2021
SELL
N/A
-13,914 Reduced 36.15%
24,577 $1.26 Million
Q2 2021

Jul 27, 2021
BUY
N/A
1,845 Added 5.03%
38,491 $1.97 Million
Q1 2021

May 14, 2021
BUY
N/A
7,019 Added 23.69%
36,646 $1.88 Million
Q4 2020

Feb 12, 2021
BUY
N/A
2,153 Added 7.84%
29,627 $1.52 Million
Q3 2020

Oct 23, 2020
BUY
N/A
524 Added 1.94%
27,474 $1.42 Million
Q2 2020

Aug 25, 2020
BUY
N/A
26,950 New
26,950 $1.39 Million
Q2 2020

Aug 11, 2020
SELL
N/A
-25,526 Closed
0 $1.39 Million
Q1 2020

May 11, 2020
SELL
N/A
-388 Reduced 1.5%
25,526 $1.32 Million
Q4 2019

Feb 13, 2020
BUY
N/A
3,475 Added 15.49%
25,914 $1.31 Million
Q3 2019

Oct 22, 2019
SELL
N/A
-6,948 Reduced 23.64%
22,439 $1.14 Million
Q2 2019

Jul 31, 2019
SELL
N/A
-1,923 Reduced 6.14%
29,387 $1.49 Million
Q1 2019

May 13, 2019
SELL
N/A
-15,897 Reduced 33.68%
31,310 $1.57 Million
Q4 2018

Feb 14, 2019
BUY
N/A
14,011 Added 42.21%
47,207 $2.36 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-10,741 Reduced 24.45%
33,196 $1.65 Million
Q2 2018

Aug 14, 2018
BUY
N/A
13,736 Added 45.48%
43,937 $2.19 Million
Q1 2018

May 14, 2018
BUY
N/A
7,661 Added 33.99%
30,201 $1.51 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-1,899 Reduced 7.77%
22,540 $1.13 Million
Q3 2017

Nov 13, 2017
BUY
N/A
2,891 Added 13.42%
24,439 $1.23 Million
Q2 2017

Aug 09, 2017
BUY
N/A
21,548
21,548 $1.09 Million

Others Institutions Holding SCHO

# of Institutions
614
Shares Held
169M
Call Options Held
13.7K
Put Options Held
20.1K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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