Sequoia Financial Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 14,552 shares of SCHR stock, worth $355,796. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,552

Previous 15,154 3.97%

Holding current value

$355,796

Previous $739,000 0.41%

% of portfolio

0.01%

Previous 0.01%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$48.4 - $50.91 $29,136 - $30,647	-602 Reduced 3.97%	14,552 $736,000
Q2 2024 Jul 15, 2024	SELL	$47.85 - $49.0 $11.7 Million - $11.9 Million	-243,775 Reduced 94.15%	15,154 $739,000
Q1 2024 Apr 30, 2024	BUY	$48.64 - $49.88 $36,042 - $36,961	741 Added 0.29%	258,929 $12.7 Million
Q4 2023 Jan 25, 2024	SELL	$47.09 - $49.87 $675,929 - $715,833	-14,354 Reduced 5.27%	258,188 $12.8 Million
Q3 2023 Nov 08, 2023	SELL	$47.78 - $49.59 $366,520 - $380,404	-7,671 Reduced 2.74%	272,542 $13.1 Million
Q2 2023 Aug 08, 2023	SELL	$49.25 - $50.96 $1.16 Million - $1.2 Million	-23,562 Reduced 7.76%	280,213 $13.8 Million
Q1 2023 Apr 24, 2023	SELL	$48.55 - $50.78 $946,433 - $989,905	-19,494 Reduced 6.03%	303,775 $15.3 Million
Q4 2022 Feb 10, 2023	SELL	$48.12 - $50.24 $25,840 - $26,978	-537 Reduced 0.17%	323,269 $15.9 Million
Q4 2022 Jan 17, 2023	SELL	$48.12 - $50.24 $1.14 Million - $1.19 Million	-23,617 Reduced 6.8%	323,806 $0
Q3 2022 Oct 26, 2022	SELL	$48.68 - $52.54 $2 Million - $2.16 Million	-41,180 Reduced 10.6%	347,423 $17.1 Million
Q2 2022 Jul 22, 2022	SELL	$50.08 - $52.78 $1.55 Million - $1.64 Million	-31,039 Reduced 7.4%	388,603 $20.1 Million
Q1 2022 May 13, 2022	SELL	$52.72 - $55.84 $552,874 - $585,594	-10,487 Reduced 2.44%	419,642 $22.3 Million
Q4 2021 Feb 11, 2022	BUY	$55.82 - $56.81 $16.4 Million - $16.7 Million	293,794 Added 215.49%	430,129 $24.1 Million
Q3 2021 Oct 26, 2021	SELL	$56.59 - $57.62 $16.9 Million - $17.2 Million	-298,724 Reduced 68.66%	136,335 $7.73 Million
Q2 2021 Jul 27, 2021	BUY	$56.38 - $57.16 $847,673 - $859,400	15,035 Added 3.58%	435,059 $24.7 Million
Q1 2021 May 14, 2021	BUY	$56.41 - $58.25 $1.12 Million - $1.15 Million	19,789 Added 4.94%	420,024 $23.7 Million
Q4 2020 Feb 12, 2021	SELL	$57.98 - $58.64 $262,707 - $265,697	-4,531 Reduced 1.12%	400,235 $23.3 Million
Q3 2020 Oct 23, 2020	BUY	$58.56 - $58.96 $369,747 - $372,273	6,314 Added 1.58%	404,766 $23.8 Million
Q2 2020 Aug 25, 2020	BUY	$58.18 - $58.86 $23.2 Million - $23.5 Million	398,452 New	398,452 $23.4 Million
Q2 2020 Aug 11, 2020	SELL	$58.18 - $58.86 $22.5 Million - $22.7 Million	-386,402 Closed	0 $23.4 Million
Q1 2020 May 11, 2020	BUY	$55.04 - $58.78 $321,323 - $343,157	5,838 Added 1.53%	386,402 $22.7 Million
Q4 2019 Feb 13, 2020	BUY	$54.79 - $56.05 $2.5 Million - $2.56 Million	45,666 Added 13.64%	380,564 $20.9 Million
Q3 2019 Oct 22, 2019	BUY	$54.92 - $55.68 $2.75 Million - $2.79 Million	50,114 Added 17.6%	334,898 $18.6 Million
Q2 2019 Jul 31, 2019	BUY	N/A	66,193 Added 30.28%	284,784 $15.7 Million
Q1 2019 May 13, 2019	BUY	N/A	110,340 Added 101.93%	218,591 $11.8 Million
Q4 2018 Feb 14, 2019	BUY	N/A	15,531 Added 16.75%	108,251 $5.73 Million
Q3 2018 Nov 14, 2018	BUY	N/A	30,233 Added 48.38%	92,720 $4.8 Million
Q2 2018 Aug 14, 2018	BUY	N/A	3,655 Added 6.21%	62,487 $3.27 Million
Q1 2018 May 14, 2018	BUY	N/A	7,841 Added 15.38%	58,832 $3.09 Million
Q4 2017 Feb 13, 2018	BUY	N/A	4,246 Added 9.08%	50,991 $2.72 Million
Q3 2017 Nov 13, 2017	SELL	N/A	-1,260 Reduced 2.62%	46,745 $2.52 Million
Q2 2017 Aug 09, 2017	BUY	N/A	48,005	48,005 $2.59 Million

Others Institutions Holding SCHR

# of Institutions

399

Shares Held

146M

Call Options Held

2.3K

Put Options Held

7.4K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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Sequoia Financial Advisors, LLC Schwab Intermediate Term Us Tr Transaction History