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

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

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 2,534,479 shares of SCHX stock, worth $59.1 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

2,534,479

Previous 2,531,164 0.13%

Holding current value

$59.1 Million

Previous $58.7 Million 4.62%

% of portfolio

0.48%

Previous 0.51%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$21.75 - $24.28 $72,101 - $80,488	3,315 Added 0.13%	2,534,479 $56 Million
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $37.1 Million - $113 Million	1,657,476 Added 189.71%	2,531,164 $58.7 Million
Q3 2024 Oct 21, 2024	SELL	$61.11 - $67.85 $1.13 Million - $1.26 Million	-18,556 Reduced 2.08%	873,688 $59.3 Million
Q2 2024 Jul 15, 2024	SELL	$58.7 - $64.78 $6.53 Million - $7.21 Million	-111,328 Reduced 11.09%	892,244 $57.3 Million
Q1 2024 Apr 30, 2024	SELL	$55.41 - $62.08 $1.63 Million - $1.83 Million	-29,421 Reduced 2.85%	1,003,572 $62.3 Million
Q4 2023 Jan 25, 2024	SELL	$48.47 - $56.6 $503,894 - $588,413	-10,396 Reduced 1.0%	1,032,993 $58.3 Million
Q3 2023 Nov 08, 2023	SELL	$50.36 - $54.21 $1.52 Million - $1.64 Million	-30,184 Reduced 2.81%	1,043,389 $52.8 Million
Q2 2023 Aug 08, 2023	SELL	$47.67 - $52.37 $1.97 Million - $2.17 Million	-41,369 Reduced 3.71%	1,073,573 $56.2 Million
Q1 2023 Apr 24, 2023	SELL	$44.78 - $49.41 $2.55 Million - $2.81 Million	-56,844 Reduced 4.85%	1,114,942 $53.9 Million
Q4 2022 Feb 10, 2023	SELL	$42.25 - $48.16 $103,977 - $118,521	-2,461 Reduced 0.21%	1,171,786 $52.9 Million
Q4 2022 Jan 17, 2023	SELL	$42.25 - $48.16 $558,418 - $636,530	-13,217 Reduced 1.11%	1,174,247 $0
Q3 2022 Oct 26, 2022	SELL	$42.35 - $51.01 $3.52 Million - $4.24 Million	-83,149 Reduced 6.54%	1,187,464 $50.3 Million
Q2 2022 Jul 22, 2022	SELL	$43.35 - $54.51 $3.84 Million - $4.82 Million	-88,514 Reduced 6.51%	1,270,613 $56.7 Million
Q1 2022 May 13, 2022	BUY	$49.51 - $57.27 $33.1 Million - $38.2 Million	667,863 Added 96.61%	1,359,127 $73.2 Million
Q4 2021 Feb 11, 2022	BUY	$51.9 - $57.29 $21.8 Million - $24 Million	419,268 Added 154.14%	691,264 $78.7 Million
Q3 2021 Oct 26, 2021	SELL	$51.52 - $54.94 $22 Million - $23.4 Million	-426,319 Reduced 61.05%	271,996 $28.3 Million
Q2 2021 Jul 27, 2021	SELL	$48.62 - $52.01 $2.1 Million - $2.25 Million	-43,170 Reduced 5.82%	698,315 $72.6 Million
Q1 2021 May 14, 2021	SELL	$44.9 - $48.34 $2.56 Million - $2.76 Million	-57,034 Reduced 7.14%	741,485 $71.2 Million
Q4 2020 Feb 12, 2021	SELL	$39.35 - $45.48 $532,956 - $615,981	-13,544 Reduced 1.67%	798,519 $72.6 Million
Q3 2020 Oct 23, 2020	SELL	$37.26 - $43.03 $646,013 - $746,054	-17,338 Reduced 2.09%	812,063 $65.5 Million
Q2 2020 Aug 25, 2020	BUY	$29.25 - $38.76 $24.3 Million - $32.1 Million	829,401 New	829,401 $61.5 Million
Q2 2020 Aug 11, 2020	SELL	$29.25 - $38.76 $21.1 Million - $27.9 Million	-720,277 Closed	0 $61.5 Million
Q1 2020 May 11, 2020	BUY	$26.61 - $40.52 $4.11 Million - $6.26 Million	154,410 Added 27.29%	720,277 $44.1 Million
Q4 2019 Feb 13, 2020	BUY	$34.42 - $38.54 $1.55 Million - $1.74 Million	45,066 Added 8.65%	565,867 $43.5 Million
Q3 2019 Oct 22, 2019	BUY	$35.28 - $36.01 $2.37 Million - $2.42 Million	67,140 Added 14.8%	520,801 $36.9 Million
Q2 2019 Jul 31, 2019	BUY	N/A	71,988 Added 18.86%	453,661 $31.8 Million
Q1 2019 May 13, 2019	BUY	N/A	123,427 Added 47.79%	381,673 $25.8 Million
Q4 2018 Feb 14, 2019	BUY	N/A	40,988 Added 18.87%	258,246 $15.4 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-27,039 Reduced 11.07%	217,258 $15.1 Million
Q2 2018 Aug 14, 2018	BUY	N/A	2,532 Added 1.05%	244,297 $15.9 Million
Q1 2018 May 14, 2018	SELL	N/A	-5,138 Reduced 2.08%	241,765 $15.3 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-20,235 Reduced 7.57%	246,903 $15.7 Million
Q3 2017 Nov 13, 2017	BUY	N/A	4,225 Added 1.61%	267,138 $16 Million
Q2 2017 Aug 09, 2017	BUY	N/A	262,913	262,913 $15.2 Million

Others Institutions Holding SCHX

# of Institutions

1,499

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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