Sequoia Financial Advisors, LLC Schwab Strategic Tr Mun Bd ETF Transaction History

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 18,462 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18,462
Previous 17,368 6.3%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 23, 2025
BUY
N/A
1,094 Added 6.3%
18,462 $0
Q4 2024

Feb 07, 2025
BUY
N/A
8,684 Added 100.0%
17,368 $0
Q2 2024

Jul 15, 2024
SELL
N/A
-27 Reduced 0.31%
8,684 $0
Q1 2024

Apr 30, 2024
SELL
N/A
-10,645 Reduced 55.0%
8,711 $0
Q4 2023

Jan 25, 2024
SELL
N/A
-605 Reduced 3.03%
19,356 $0
Q3 2023

Nov 08, 2023
SELL
N/A
-3,680 Reduced 15.57%
19,961 $0
Q2 2023

Aug 08, 2023
BUY
N/A
6,649 Added 39.13%
23,641 $0
Q1 2023

Apr 24, 2023
SELL
N/A
-3,671 Reduced 17.77%
16,992 $0
Q4 2022

Jan 17, 2023
BUY
N/A
20,663 New
20,663 $0

Others Institutions Holding SCMB

# of Institutions
92
Shares Held
10.2M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR MUN BD ETF

SCMB Quotes by TradingView
  • Ticker SCMB
More about SCMB
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