Sequoia Financial Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 25,276 shares of SCHR stock, worth $627,097. This represents 0.01% of its overall portfolio holdings.

Number of Shares
25,276
Previous 22,917 10.29%
Holding current value
$627,097
Previous $556,000 12.95%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Apr 23, 2025
BUY
$24.05 - $24.86 $56,733 - $58,644
2,359 Added 10.29%
25,276 $628,000
Q4 2024

Feb 07, 2025
BUY
$24.19 - $50.58 $202,349 - $423,101
8,365 Added 57.48%
22,917 $556,000
Q3 2024

Oct 21, 2024
SELL
$48.4 - $50.91 $29,136 - $30,647
-602 Reduced 3.97%
14,552 $736,000
Q2 2024

Jul 15, 2024
SELL
$47.85 - $49.0 $11.7 Million - $11.9 Million
-243,775 Reduced 94.15%
15,154 $739,000
Q1 2024

Apr 30, 2024
BUY
$48.64 - $49.88 $36,042 - $36,961
741 Added 0.29%
258,929 $12.7 Million
Q4 2023

Jan 25, 2024
SELL
$47.09 - $49.87 $675,929 - $715,833
-14,354 Reduced 5.27%
258,188 $12.8 Million
Q3 2023

Nov 08, 2023
SELL
$47.78 - $49.59 $366,520 - $380,404
-7,671 Reduced 2.74%
272,542 $13.1 Million
Q2 2023

Aug 08, 2023
SELL
$49.25 - $50.96 $1.16 Million - $1.2 Million
-23,562 Reduced 7.76%
280,213 $13.8 Million
Q1 2023

Apr 24, 2023
SELL
$48.55 - $50.78 $946,433 - $989,905
-19,494 Reduced 6.03%
303,775 $15.3 Million
Q4 2022

Feb 10, 2023
SELL
$48.12 - $50.24 $25,840 - $26,978
-537 Reduced 0.17%
323,269 $15.9 Million
Q4 2022

Jan 17, 2023
SELL
$48.12 - $50.24 $1.14 Million - $1.19 Million
-23,617 Reduced 6.8%
323,806 $0
Q3 2022

Oct 26, 2022
SELL
$48.68 - $52.54 $2 Million - $2.16 Million
-41,180 Reduced 10.6%
347,423 $17.1 Million
Q2 2022

Jul 22, 2022
SELL
$50.08 - $52.78 $1.55 Million - $1.64 Million
-31,039 Reduced 7.4%
388,603 $20.1 Million
Q1 2022

May 13, 2022
SELL
$52.72 - $55.84 $552,874 - $585,594
-10,487 Reduced 2.44%
419,642 $22.3 Million
Q4 2021

Feb 11, 2022
BUY
$55.82 - $56.81 $16.4 Million - $16.7 Million
293,794 Added 215.49%
430,129 $24.1 Million
Q3 2021

Oct 26, 2021
SELL
$56.59 - $57.62 $16.9 Million - $17.2 Million
-298,724 Reduced 68.66%
136,335 $7.73 Million
Q2 2021

Jul 27, 2021
BUY
$56.38 - $57.16 $847,673 - $859,400
15,035 Added 3.58%
435,059 $24.7 Million
Q1 2021

May 14, 2021
BUY
$56.41 - $58.25 $1.12 Million - $1.15 Million
19,789 Added 4.94%
420,024 $23.7 Million
Q4 2020

Feb 12, 2021
SELL
$57.98 - $58.64 $262,707 - $265,697
-4,531 Reduced 1.12%
400,235 $23.3 Million
Q3 2020

Oct 23, 2020
BUY
$58.56 - $58.96 $369,747 - $372,273
6,314 Added 1.58%
404,766 $23.8 Million
Q2 2020

Aug 25, 2020
BUY
$58.18 - $58.86 $23.2 Million - $23.5 Million
398,452 New
398,452 $23.4 Million
Q2 2020

Aug 11, 2020
SELL
$58.18 - $58.86 $22.5 Million - $22.7 Million
-386,402 Closed
0 $23.4 Million
Q1 2020

May 11, 2020
BUY
$55.04 - $58.78 $321,323 - $343,157
5,838 Added 1.53%
386,402 $22.7 Million
Q4 2019

Feb 13, 2020
BUY
$54.79 - $56.05 $2.5 Million - $2.56 Million
45,666 Added 13.64%
380,564 $20.9 Million
Q3 2019

Oct 22, 2019
BUY
$54.92 - $55.68 $2.75 Million - $2.79 Million
50,114 Added 17.6%
334,898 $18.6 Million
Q2 2019

Jul 31, 2019
BUY
N/A
66,193 Added 30.28%
284,784 $15.7 Million
Q1 2019

May 13, 2019
BUY
N/A
110,340 Added 101.93%
218,591 $11.8 Million
Q4 2018

Feb 14, 2019
BUY
N/A
15,531 Added 16.75%
108,251 $5.73 Million
Q3 2018

Nov 14, 2018
BUY
N/A
30,233 Added 48.38%
92,720 $4.8 Million
Q2 2018

Aug 14, 2018
BUY
N/A
3,655 Added 6.21%
62,487 $3.27 Million
Q1 2018

May 14, 2018
BUY
N/A
7,841 Added 15.38%
58,832 $3.09 Million
Q4 2017

Feb 13, 2018
BUY
N/A
4,246 Added 9.08%
50,991 $2.72 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-1,260 Reduced 2.62%
46,745 $2.52 Million
Q2 2017

Aug 09, 2017
BUY
N/A
48,005
48,005 $2.59 Million

Others Institutions Holding SCHR

# of Institutions
477
Shares Held
360M
Call Options Held
900
Put Options Held
3.05K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
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More about SCHR
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