Sequoia Financial Advisors, LLC Schwab Strategic Tr Intl Small Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 16,882 shares of SCHC stock, worth $620,075. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,882

Previous 16,068 5.07%

Holding current value

$620,075

Previous $619,000 6.46%

% of portfolio

0.01%

Previous 0.01%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$33.93 - $38.37 $27,619 - $31,233	814 Added 5.07%	16,882 $579,000
Q3 2024 Oct 21, 2024	BUY	$34.48 - $38.87 $20,481 - $23,088	594 Added 3.84%	16,068 $619,000
Q2 2024 Jul 15, 2024	SELL	$34.12 - $36.71 $30,469 - $32,782	-893 Reduced 5.46%	15,474 $550,000
Q1 2024 Apr 30, 2024	SELL	$33.2 - $35.86 $205,275 - $221,722	-6,183 Reduced 27.42%	16,367 $585,000
Q4 2023 Jan 25, 2024	SELL	$30.0 - $35.05 $5,550 - $6,484	-185 Reduced 0.81%	22,550 $786,000
Q3 2023 Nov 08, 2023	BUY	$32.0 - $35.51 $10,816 - $12,002	338 Added 1.51%	22,735 $733,000
Q2 2023 Aug 08, 2023	BUY	$32.67 - $34.58 $28,128 - $29,773	861 Added 4.0%	22,397 $756,000
Q1 2023 Apr 24, 2023	SELL	$31.54 - $34.93 $193,214 - $213,981	-6,126 Reduced 22.15%	21,536 $725,000
Q4 2022 Feb 10, 2023	SELL	$27.31 - $32.98 $3,686 - $4,452	-135 Reduced 0.49%	27,662 $870,000
Q4 2022 Jan 17, 2023	SELL	$27.31 - $32.98 $269,713 - $325,710	-9,876 Reduced 26.22%	27,797 $0
Q3 2022 Oct 26, 2022	SELL	$27.46 - $34.27 $7.46 Million - $9.31 Million	-271,638 Reduced 87.82%	37,673 $1.05 Million
Q2 2022 Jul 22, 2022	SELL	$31.0 - $38.49 $693,718 - $861,329	-22,378 Reduced 6.75%	309,311 $9.66 Million
Q1 2022 May 13, 2022	BUY	$34.89 - $41.24 $2,093 - $2,474	60 Added 0.02%	331,689 $12.6 Million
Q4 2021 Feb 11, 2022	BUY	$39.06 - $43.63 $7.86 Million - $8.78 Million	201,145 Added 154.15%	331,629 $13.6 Million
Q3 2021 Oct 26, 2021	SELL	$40.41 - $44.08 $7.94 Million - $8.66 Million	-196,462 Reduced 60.09%	130,484 $5.42 Million
Q2 2021 Jul 27, 2021	BUY	$40.16 - $43.04 $289,513 - $310,275	7,209 Added 2.25%	326,946 $13.6 Million
Q1 2021 May 14, 2021	SELL	$37.4 - $40.42 $2.26 Million - $2.44 Million	-60,465 Reduced 15.9%	319,737 $12.6 Million
Q4 2020 Feb 12, 2021	SELL	$31.39 - $37.85 $135,353 - $163,209	-4,312 Reduced 1.12%	380,202 $14.3 Million
Q3 2020 Oct 23, 2020	SELL	$29.72 - $33.44 $275,801 - $310,323	-9,280 Reduced 2.36%	384,514 $12.5 Million
Q2 2020 Aug 25, 2020	BUY	$23.02 - $31.17 $9.07 Million - $12.3 Million	393,794 New	393,794 $11.6 Million
Q2 2020 Aug 11, 2020	SELL	$23.02 - $31.17 $8.76 Million - $11.9 Million	-380,601 Closed	0 $11.6 Million
Q1 2020 May 11, 2020	BUY	$20.7 - $34.9 $279,574 - $471,359	13,506 Added 3.68%	380,601 $9.29 Million
Q4 2019 Feb 13, 2020	BUY	$31.2 - $34.65 $802,900 - $891,683	25,734 Added 7.54%	367,095 $12.7 Million
Q3 2019 Oct 22, 2019	SELL	$31.72 - $32.37 $19.7 Million - $20.2 Million	-622,592 Reduced 64.59%	341,361 $10.9 Million
Q2 2019 Jul 31, 2019	BUY	N/A	34,268 Added 3.69%	963,953 $31.5 Million
Q1 2019 May 13, 2019	BUY	N/A	257,693 Added 38.35%	929,685 $30 Million
Q4 2018 Feb 14, 2019	BUY	N/A	509,219 Added 312.84%	671,992 $19.6 Million
Q3 2018 Nov 14, 2018	BUY	N/A	8,241 Added 5.33%	162,773 $5.8 Million
Q2 2018 Aug 14, 2018	BUY	N/A	56,566 Added 57.74%	154,532 $5.57 Million
Q1 2018 May 14, 2018	BUY	N/A	2,868 Added 3.02%	97,966 $3.58 Million
Q4 2017 Feb 13, 2018	BUY	N/A	24,415 Added 34.54%	95,098 $3.48 Million
Q3 2017 Nov 13, 2017	SELL	N/A	-570 Reduced 0.8%	70,683 $2.53 Million
Q2 2017 Aug 09, 2017	BUY	N/A	71,253	71,253 $2.4 Million

Others Institutions Holding SCHC

# of Institutions

455

Shares Held

46.8M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

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Sequoia Financial Advisors, LLC Schwab Strategic Tr Intl Small Transaction History