Sequoia Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 39,542 shares of FNDX stock, worth $973,919. This represents 0.03% of its overall portfolio holdings.

Number of Shares

39,542

Previous 30,664 28.95%

Holding current value

$973,919

Previous $2.05 Million 38.19%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$65.36 - $71.76 $580,266 - $637,085	8,878 Added 28.95%	39,542 $2.84 Million
Q2 2024 Jul 15, 2024	BUY	$63.87 - $67.55 $19,097 - $20,197	299 Added 0.98%	30,664 $2.05 Million
Q1 2024 Apr 30, 2024	SELL	$60.89 - $67.39 $74,346 - $82,283	-1,221 Reduced 3.87%	30,365 $2.05 Million
Q4 2023 Jan 25, 2024	BUY	$53.46 - $62.11 $372,402 - $432,658	6,966 Added 28.29%	31,586 $1.96 Million
Q3 2023 Nov 08, 2023	SELL	$55.81 - $59.78 $669 - $717	-12 Reduced 0.05%	24,620 $1.38 Million
Q2 2023 Aug 08, 2023	BUY	$53.84 - $57.58 $898,320 - $960,722	16,685 Added 209.95%	24,632 $1.42 Million
Q1 2023 Apr 24, 2023	BUY	$52.49 - $57.54 $193,530 - $212,149	3,687 Added 86.55%	7,947 $436,000
Q4 2022 Feb 10, 2023	SELL	$48.43 - $56.6 $2,034 - $2,377	-42 Reduced 0.98%	4,260 $227,000
Q4 2022 Jan 17, 2023	BUY	$48.43 - $56.6 $208,345 - $243,493	4,302 New	4,302 $0
Q2 2022 Jul 22, 2022	BUY	$49.93 - $59.29 $235,320 - $279,433	4,713 New	4,713 $240,000

Others Institutions Holding FNDX

# of Institutions

607

Shares Held

232M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Account

Sequoia Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History