Sequoia Financial Advisors, LLC Schwab Strategic Us Tips ETF Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 30,611 shares of SCHP stock, worth $789,763. This represents 0.02% of its overall portfolio holdings.

Number of Shares

30,611

Previous 30,820 0.68%

Holding current value

$789,763

Previous $1.6 Million 2.43%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$51.58 - $53.79 $10,780 - $11,242	-209 Reduced 0.68%	30,611 $1.64 Million
Q2 2024 Jul 15, 2024	SELL	$51.1 - $52.24 $17,782 - $18,179	-348 Reduced 1.12%	30,820 $1.6 Million
Q1 2024 Apr 30, 2024	SELL	$51.32 - $52.45 $14,934 - $15,262	-291 Reduced 0.93%	31,168 $1.63 Million
Q4 2023 Jan 25, 2024	SELL	$49.69 - $52.46 $59,727 - $63,056	-1,202 Reduced 3.68%	31,459 $1.64 Million
Q3 2023 Nov 08, 2023	SELL	$50.37 - $52.48 $14,305 - $14,904	-284 Reduced 0.86%	32,661 $1.65 Million
Q2 2023 Aug 08, 2023	SELL	$52.18 - $54.02 $137,337 - $142,180	-2,632 Reduced 7.4%	32,945 $1.73 Million
Q1 2023 Apr 24, 2023	BUY	$51.68 - $53.62 $10,904 - $11,313	211 Added 0.6%	35,577 $1.91 Million
Q4 2022 Feb 10, 2023	SELL	$51.47 - $53.83 $308 - $322	-6 Reduced 0.02%	35,366 $1.83 Million
Q4 2022 Jan 17, 2023	SELL	$51.47 - $53.83 $35,205 - $36,819	-684 Reduced 1.9%	35,372 $0
Q3 2022 Oct 26, 2022	SELL	$51.8 - $57.88 $71,069 - $79,411	-1,372 Reduced 3.67%	36,056 $1.87 Million
Q2 2022 Jul 22, 2022	BUY	$55.59 - $60.15 $60,871 - $65,864	1,095 Added 3.01%	37,428 $2.09 Million
Q1 2022 May 13, 2022	BUY	$59.94 - $62.99 $275,004 - $288,998	4,588 Added 14.45%	36,333 $2.21 Million
Q4 2021 Feb 11, 2022	BUY	$62.25 - $63.89 $1.98 Million - $2.03 Million	31,745 New	31,745 $2 Million

Others Institutions Holding SCHP

# of Institutions

685

Shares Held

155M

Call Options Held

60.2K

Put Options Held

1.3K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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Sequoia Financial Advisors, LLC Schwab Strategic Us Tips ETF Transaction History