Sequoia Financial Advisors, LLC Schwab Strategic Tr Us Small 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	$20.42 - $25.3 $2.96 Million - $3.67 Million	-145,107 Reduced 34.28%	278,228 $7.04 Million
Q1 2025 Apr 23, 2025	BUY	$23.16 - $27.04 $99,889 - $116,623	4,313 Added 1.03%	423,335 $9.92 Million
Q4 2024 Aug 08, 2025	BUY	$25.33 - $51.16 $3.57 Million - $7.2 Million	140,794 Added 50.6%	419,022 $10.8 Million
Q4 2024 Feb 07, 2025	BUY	$25.33 - $51.16 $5.35 Million - $10.8 Million	211,264 Added 101.69%	419,022 $10.8 Million
Q3 2024 Oct 21, 2024	BUY	$46.9 - $51.96 $423,976 - $469,718	9,040 Added 4.55%	207,758 $10.7 Million
Q2 2024 Jul 15, 2024	SELL	$45.24 - $49.04 $964,064 - $1.05 Million	-21,310 Reduced 9.69%	198,718 $9.43 Million
Q1 2024 Apr 30, 2024	SELL	$44.84 - $49.24 $410,286 - $450,546	-9,150 Reduced 3.99%	220,028 $10.8 Million
Q4 2023 Jan 25, 2024	BUY	$38.13 - $48.02 $214,443 - $270,064	5,624 Added 2.52%	229,178 $10.8 Million
Q3 2023 Nov 08, 2023	SELL	$40.85 - $46.1 $41,381 - $46,699	-1,013 Reduced 0.45%	223,554 $9.26 Million
Q2 2023 Aug 08, 2023	BUY	$39.91 - $43.82 $103,805 - $113,975	2,601 Added 1.17%	224,567 $9.84 Million
Q1 2023 Apr 24, 2023	SELL	$39.82 - $46.36 $477,282 - $555,670	-11,986 Reduced 5.12%	221,966 $9.31 Million
Q4 2022 Feb 10, 2023	SELL	$38.25 - $43.54 $22,758 - $25,906	-595 Reduced 0.25%	233,952 $9.48 Million
Q4 2022 Jan 17, 2023	SELL	$38.25 - $43.54 $379,287 - $431,742	-9,916 Reduced 4.06%	234,547 $0
Q3 2022 Oct 26, 2022	SELL	$37.65 - $45.9 $915,007 - $1.12 Million	-24,303 Reduced 9.04%	244,463 $9.24 Million
Q2 2022 Jul 22, 2022	SELL	$37.88 - $48.01 $713,356 - $904,124	-18,832 Reduced 6.55%	268,766 $10.5 Million
Q1 2022 May 13, 2022	BUY	$44.42 - $51.73 $6.65 Million - $7.75 Million	149,744 Added 108.63%	287,598 $13.6 Million
Q4 2021 Feb 11, 2022	BUY	$48.64 - $55.07 $4.31 Million - $4.88 Million	88,632 Added 180.07%	137,854 $14.1 Million
Q3 2021 Oct 26, 2021	SELL	$48.3 - $52.49 $4.06 Million - $4.41 Million	-83,975 Reduced 63.05%	49,222 $4.93 Million
Q2 2021 Jul 27, 2021	SELL	$48.39 - $52.91 $695,799 - $760,792	-14,379 Reduced 9.74%	133,197 $13.9 Million
Q1 2021 May 14, 2021	SELL	$43.89 - $52.63 $1.51 Million - $1.81 Million	-34,388 Reduced 18.9%	147,576 $14.7 Million
Q4 2020 Feb 12, 2021	SELL	$34.66 - $45.17 $132,713 - $172,955	-3,829 Reduced 2.06%	181,964 $16.2 Million
Q3 2020 Oct 23, 2020	SELL	$32.09 - $36.38 $130,606 - $148,066	-4,070 Reduced 2.14%	185,793 $12.7 Million
Q2 2020 Aug 25, 2020	BUY	$23.59 - $35.22 $4.48 Million - $6.69 Million	189,863 New	189,863 $12.4 Million
Q2 2020 Aug 11, 2020	SELL	$23.59 - $35.22 $2.64 Million - $3.95 Million	-112,048 Closed	0 $12.4 Million
Q1 2020 May 11, 2020	BUY	$22.29 - $38.7 $258,541 - $448,881	11,599 Added 11.55%	112,048 $5.77 Million
Q4 2019 Feb 13, 2020	BUY	$33.63 - $38.03 $106,203 - $120,098	3,158 Added 3.25%	100,449 $7.6 Million
Q3 2019 Oct 22, 2019	BUY	$34.78 - $36.12 $385,605 - $400,462	11,087 Added 12.86%	97,291 $6.78 Million
Q2 2019 Jul 31, 2019	BUY	N/A	12,026 Added 16.21%	86,204 $6.16 Million
Q1 2019 May 13, 2019	BUY	N/A	15,141 Added 25.65%	74,178 $5.19 Million
Q4 2018 Feb 14, 2019	BUY	N/A	2,621 Added 4.65%	59,037 $3.58 Million
Q3 2018 Nov 14, 2018	BUY	N/A	260 Added 0.46%	56,416 $4.3 Million
Q2 2018 Aug 14, 2018	BUY	N/A	1,918 Added 3.54%	56,156 $4.13 Million
Q1 2018 May 14, 2018	SELL	N/A	-1,079 Reduced 1.95%	54,238 $3.75 Million
Q4 2017 Feb 13, 2018	BUY	N/A	450 Added 0.82%	55,317 $3.86 Million
Q3 2017 Nov 13, 2017	SELL	N/A	-14,810 Reduced 21.26%	54,867 $3.7 Million
Q2 2017 Aug 09, 2017	BUY	N/A	69,677	69,677 $4.45 Million

Others Institutions Holding SCHA

# of Institutions

1,268

Shares Held

257M

Call Options Held

58.5K

Put Options Held

4.8K

Empower Advisory Group, LLC Greenwood Village, CO

33.4M
Shares

$862 Million
2.55% of portfolio
Bank Of America Corp Charlotte, NC

18.1M
Shares

$465 Million
0.03% of portfolio
Sei Investments CO Oaks, PA

14.3M
Shares

$369 Million
0.45% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$271 Million
2.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

5.1M
Shares

$131 Million
0.26% of portfolio

View Full List

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