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

Sequoia Financial Advisors, LLC

$18.2 Billion
Q2 2025

36 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$23.55 - $27.67 $1.8 Million - $2.12 Million	-76,619 Reduced 33.27%	153,645 $4.25 Million
Q1 2025 Apr 23, 2025	BUY	$25.77 - $27.6 $337,458 - $361,422	13,095 Added 6.03%	230,264 $6.12 Million
Q4 2024 Aug 08, 2025	BUY	$25.79 - $80.4 $1.64 Million - $5.11 Million	63,524 Added 41.34%	217,169 $5.66 Million
Q4 2024 Feb 07, 2025	BUY	$25.79 - $80.4 $3.68 Million - $11.5 Million	142,865 Added 192.27%	217,169 $5.66 Million
Q3 2024 Oct 21, 2024	SELL	$73.43 - $80.37 $62,635 - $68,555	-853 Reduced 1.13%	74,304 $5.97 Million
Q2 2024 Jul 15, 2024	SELL	$71.74 - $75.86 $792,583 - $838,101	-11,048 Reduced 12.82%	75,157 $5.57 Million
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	$59.13 - $69.24 $3,843 - $4,500	-65 Reduced 0.06%	109,634 $7.24 Million
Q4 2022 Jan 17, 2023	BUY	$59.13 - $69.24 $70,896 - $83,018	1,199 Added 1.11%	109,699 $0
Q3 2022 Oct 26, 2022	SELL	$58.51 - $69.02 $523,254 - $617,245	-8,943 Reduced 7.61%	108,500 $6.35 Million
Q2 2022 Jul 22, 2022	SELL	$60.93 - $72.3 $767,778 - $911,052	-12,601 Reduced 9.69%	117,443 $7.33 Million
Q1 2022 May 13, 2022	SELL	$67.71 - $74.19 $30,537 - $33,459	-451 Reduced 0.35%	130,044 $9.28 Million
Q4 2021 Feb 11, 2022	BUY	$67.9 - $73.3 $4.82 Million - $5.2 Million	70,989 Added 119.3%	130,495 $9.56 Million
Q3 2021 Oct 26, 2021	SELL	$66.91 - $71.05 $4.83 Million - $5.12 Million	-72,130 Reduced 54.8%	59,506 $4.02 Million
Q2 2021 Jul 27, 2021	SELL	$65.81 - $69.75 $62,256 - $65,983	-946 Reduced 0.71%	131,636 $9 Million
Q1 2021 May 14, 2021	SELL	$58.71 - $65.66 $769,159 - $860,211	-13,101 Reduced 8.99%	132,582 $8.66 Million
Q4 2020 Feb 12, 2021	BUY	$50.83 - $59.53 $33,242 - $38,932	654 Added 0.45%	145,683 $8.67 Million
Q3 2020 Oct 23, 2020	SELL	$49.44 - $54.86 $96,902 - $107,525	-1,960 Reduced 1.33%	145,029 $7.57 Million
Q2 2020 Aug 25, 2020	BUY	$42.21 - $55.29 $6.2 Million - $8.13 Million	146,989 New	146,989 $7.37 Million
Q2 2020 Aug 11, 2020	SELL	$42.21 - $55.29 $5.16 Million - $6.76 Million	-122,344 Closed	0 $7.37 Million
Q1 2020 May 11, 2020	SELL	$38.4 - $61.03 $68,198 - $108,389	-1,776 Reduced 1.43%	122,344 $5.42 Million
Q4 2019 Feb 13, 2020	BUY	$54.73 - $60.25 $299,154 - $329,326	5,466 Added 4.61%	124,120 $7.46 Million
Q3 2019 Oct 22, 2019	BUY	$56.56 - $57.5 $323,127 - $328,497	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

962

Shares Held

342M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

52.6M
Shares

$1.53 Billion
2.91% of portfolio
Sei Investments CO Oaks, PA

43.1M
Shares

$1.25 Billion
1.44% of portfolio
Mather Group, Llc. Chicago, IL

33M
Shares

$960 Million
9.83% of portfolio
Envestnet Asset Management Inc

16.2M
Shares

$471 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

12M
Shares

$349 Million
0.63% of portfolio

View Full List

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