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

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 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 34,768 shares of SCHO stock, worth $842,776. This represents 0.01% of its overall portfolio holdings.

Number of Shares

34,768

Previous 20,308 71.2%

Holding current value

$842,776

Previous $994,000 15.9%

% of portfolio

0.01%

Previous 0.01%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

664

Shares Held

344M

Call Options Held

56.5K

Put Options Held

44.6K

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About SCHWAB SHORT-TERM US TREASURY

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