Sequoia Financial Advisors, LLC Schwab Strategic Tr Long Term Transaction History

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 58,071 shares of SCHQ stock, worth $1.91 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
58,071
Holding current value
$1.91 Million
% of portfolio
0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$30.81 - $32.63 $1.79 Million - $1.89 Million
58,071 New
58,071 $1.88 Million
Q2 2025

Jul 25, 2025
SELL
$30.46 - $33.4 $186,902 - $204,942
-6,136 Reduced 11.82%
45,781 $1.46 Million
Q1 2025

Apr 23, 2025
BUY
$30.72 - $33.22 $1.59 Million - $1.72 Million
51,917 New
51,917 $1.7 Million

Others Institutions Holding SCHQ

# of Institutions
110
Shares Held
14.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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