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

Sequoia Financial Advisors, LLC

$18.2 Billion
Q2 2025

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$24.19 - $24.45 $192,286 - $194,353	-7,949 Reduced 13.67%	50,220 $1.22 Million
Q1 2025 Apr 23, 2025	BUY	$24.1 - $24.34 $563,964 - $569,580	23,401 Added 67.31%	58,169 $1.42 Million
Q4 2024 Aug 08, 2025	SELL	$24.06 - $48.88 $371,775 - $755,293	-15,452 Reduced 30.77%	34,768 $836,000
Q4 2024 Feb 07, 2025	BUY	$24.06 - $48.88 $347,907 - $706,804	14,460 Added 71.2%	34,768 $836,000
Q3 2024 Oct 21, 2024	SELL	$47.93 - $49.06 $519,081 - $531,319	-10,830 Reduced 34.78%	20,308 $994,000
Q2 2024 Jul 15, 2024	BUY	$47.75 - $48.13 $11,030 - $11,118	231 Added 0.75%	31,138 $1.5 Million
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	$47.89 - $48.47 $141,706 - $143,422	-2,959 Reduced 8.66%	31,218 $0
Q3 2022 Oct 26, 2022	SELL	$48.15 - $49.37 $177,866 - $182,372	-3,694 Reduced 9.75%	34,177 $1.65 Million
Q2 2022 Jul 22, 2022	SELL	$48.73 - $49.59 $37,765 - $38,432	-775 Reduced 2.01%	37,871 $1.86 Million
Q1 2022 May 13, 2022	BUY	$49.47 - $50.82 $14,742 - $15,144	298 Added 0.78%	38,646 $1.92 Million
Q4 2021 Feb 11, 2022	BUY	$50.83 - $51.21 $699,979 - $705,212	13,771 Added 56.03%	38,348 $1.95 Million
Q3 2021 Oct 26, 2021	SELL	$51.18 - $51.3 $712,118 - $713,788	-13,914 Reduced 36.15%	24,577 $1.26 Million
Q2 2021 Jul 27, 2021	BUY	$51.19 - $51.33 $94,445 - $94,703	1,845 Added 5.03%	38,491 $1.97 Million
Q1 2021 May 14, 2021	BUY	$51.27 - $51.41 $359,864 - $360,846	7,019 Added 23.69%	36,646 $1.88 Million
Q4 2020 Feb 12, 2021	BUY	$51.37 - $51.48 $110,599 - $110,836	2,153 Added 7.84%	29,627 $1.52 Million
Q3 2020 Oct 23, 2020	BUY	$51.49 - $51.63 $26,980 - $27,054	524 Added 1.94%	27,474 $1.42 Million
Q2 2020 Aug 25, 2020	BUY	$51.53 - $51.71 $1.39 Million - $1.39 Million	26,950 New	26,950 $1.39 Million
Q2 2020 Aug 11, 2020	SELL	$51.53 - $51.71 $1.32 Million - $1.32 Million	-25,526 Closed	0 $1.39 Million
Q1 2020 May 11, 2020	SELL	$50.48 - $51.73 $19,586 - $20,071	-388 Reduced 1.5%	25,526 $1.32 Million
Q4 2019 Feb 13, 2020	BUY	$50.38 - $50.71 $175,070 - $176,217	3,475 Added 15.49%	25,914 $1.31 Million
Q3 2019 Oct 22, 2019	SELL	$50.39 - $50.59 $350,109 - $351,499	-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

710

Shares Held

319M

Call Options Held

98.6K

Put Options Held

70.3K

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