Sequoia Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Sequoia Financial Advisors, LLC

  • $7.97 Billion
  • Q1 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 86,205 shares of SCHV stock, worth $6.38 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
86,205
Previous 90,454 4.7%
Holding current value
$6.38 Million
Previous $6.34 Million 3.3%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Apr 30, 2024
SELL
$68.82 - $75.98 $292,416 - $322,839
-4,249 Reduced 4.7%
86,205 $6.55 Million
Q4 2023

Jan 25, 2024
SELL
$61.16 - $70.24 $180,850 - $207,699
-2,957 Reduced 3.17%
90,454 $6.34 Million
Q3 2023

Nov 08, 2023
SELL
$64.45 - $69.39 $119,619 - $128,787
-1,856 Reduced 1.95%
93,411 $6.02 Million
Q2 2023

Aug 08, 2023
SELL
$63.33 - $67.21 $387,452 - $411,190
-6,118 Reduced 6.03%
95,267 $6.39 Million
Q1 2023

Apr 24, 2023
SELL
$62.59 - $69.3 $516,304 - $571,655
-8,249 Reduced 7.52%
101,385 $6.65 Million
Q4 2022

Feb 10, 2023
SELL
$64.27 - $69.24 $4,177 - $4,500
-65 Reduced 0.06%
109,634 $7.24 Million
Q4 2022

Jan 17, 2023
BUY
$64.27 - $69.24 $77,059 - $83,018
1,199 Added 1.11%
109,699 $0
Q3 2022

Oct 26, 2022
SELL
N/A
-8,943 Reduced 7.61%
108,500 $6.35 Million
Q2 2022

Jul 22, 2022
SELL
N/A
-12,601 Reduced 9.69%
117,443 $7.33 Million
Q1 2022

May 13, 2022
SELL
N/A
-451 Reduced 0.35%
130,044 $9.28 Million
Q4 2021

Feb 11, 2022
BUY
N/A
70,989 Added 119.3%
130,495 $9.56 Million
Q3 2021

Oct 26, 2021
SELL
N/A
-72,130 Reduced 54.8%
59,506 $4.02 Million
Q2 2021

Jul 27, 2021
SELL
N/A
-946 Reduced 0.71%
131,636 $9 Million
Q1 2021

May 14, 2021
SELL
N/A
-13,101 Reduced 8.99%
132,582 $8.66 Million
Q4 2020

Feb 12, 2021
BUY
N/A
654 Added 0.45%
145,683 $8.67 Million
Q3 2020

Oct 23, 2020
SELL
N/A
-1,960 Reduced 1.33%
145,029 $7.57 Million
Q2 2020

Aug 25, 2020
BUY
N/A
146,989 New
146,989 $7.37 Million
Q2 2020

Aug 11, 2020
SELL
N/A
-122,344 Closed
0 $7.37 Million
Q1 2020

May 11, 2020
SELL
N/A
-1,776 Reduced 1.43%
122,344 $5.42 Million
Q4 2019

Feb 13, 2020
BUY
N/A
5,466 Added 4.61%
124,120 $7.46 Million
Q3 2019

Oct 22, 2019
BUY
N/A
5,713 Added 5.06%
118,654 $6.73 Million
Q2 2019

Jul 31, 2019
BUY
N/A
12,106 Added 12.01%
112,941 $6.34 Million
Q1 2019

May 13, 2019
SELL
N/A
-22,967 Reduced 18.55%
100,835 $5.52 Million
Q4 2018

Feb 14, 2019
BUY
N/A
30,957 Added 33.34%
123,802 $6.1 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-483 Reduced 0.52%
92,845 $5.21 Million
Q2 2018

Aug 14, 2018
BUY
N/A
89 Added 0.1%
93,328 $4.96 Million
Q1 2018

May 14, 2018
SELL
N/A
-2,288 Reduced 2.4%
93,239 $4.93 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-1,029 Reduced 1.07%
95,527 $5.22 Million
Q3 2017

Nov 13, 2017
BUY
N/A
5,892 Added 6.5%
96,556 $5 Million
Q2 2017

Aug 09, 2017
BUY
N/A
90,664
90,664 $4.55 Million

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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