Sequoia Financial Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 207,758 shares of SCHA stock, worth $5.45 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
207,758
Previous 198,718 4.55%
Holding current value
$5.45 Million
Previous $9.43 Million 13.47%
% of portfolio
0.12%
Previous 0.12%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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