Sequoia Financial Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 183,965 shares of SCHE stock, worth $5.16 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
183,965
Previous 185,683 0.93%
Holding current value
$5.16 Million
Previous $5.42 Million 9.6%
% of portfolio
0.04%
Previous 0.06%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$26.63 - $30.23 $45,750 - $51,935
-1,718 Reduced 0.93%
183,965 $4.9 Million
Q3 2024

Oct 21, 2024
SELL
$25.45 - $29.53 $95,615 - $110,944
-3,757 Reduced 1.98%
185,683 $5.42 Million
Q2 2024

Jul 15, 2024
SELL
$24.67 - $27.2 $756,036 - $833,571
-30,646 Reduced 13.92%
189,440 $5.03 Million
Q1 2024

Apr 30, 2024
SELL
$23.47 - $25.45 $417,226 - $452,424
-17,777 Reduced 7.47%
220,086 $5.56 Million
Q4 2023

Jan 25, 2024
SELL
$23.04 - $24.89 $16,243 - $17,547
-705 Reduced 0.3%
237,863 $5.9 Million
Q3 2023

Nov 08, 2023
SELL
$23.83 - $26.11 $26,761 - $29,321
-1,123 Reduced 0.47%
238,568 $5.71 Million
Q2 2023

Aug 08, 2023
SELL
$23.66 - $25.54 $31,538 - $34,044
-1,333 Reduced 0.55%
239,691 $5.9 Million
Q1 2023

Apr 24, 2023
SELL
$23.32 - $26.39 $412,134 - $466,390
-17,673 Reduced 6.83%
241,024 $5.91 Million
Q4 2022

Feb 10, 2023
SELL
$21.59 - $24.95 $2,741 - $3,168
-127 Reduced 0.05%
258,697 $6.12 Million
Q4 2022

Jan 17, 2023
SELL
$21.59 - $24.95 $173,087 - $200,024
-8,017 Reduced 3.0%
258,824 $0
Q3 2022

Oct 26, 2022
SELL
$22.4 - $25.83 $368,569 - $425,006
-16,454 Reduced 5.81%
266,841 $5.98 Million
Q2 2022

Jul 22, 2022
SELL
$24.51 - $28.87 $515,543 - $607,251
-21,034 Reduced 6.91%
283,295 $7.19 Million
Q1 2022

May 13, 2022
BUY
$25.61 - $30.82 $149,562 - $179,988
5,840 Added 1.96%
304,329 $8.45 Million
Q4 2021

Feb 11, 2022
BUY
$28.68 - $31.96 $5.42 Million - $6.04 Million
189,069 Added 172.79%
298,489 $8.84 Million
Q3 2021

Oct 26, 2021
SELL
$29.81 - $32.7 $5.52 Million - $6.05 Million
-185,054 Reduced 62.84%
109,420 $3.34 Million
Q2 2021

Jul 27, 2021
BUY
$31.06 - $33.61 $1.99 Million - $2.15 Million
64,043 Added 27.79%
294,474 $9.68 Million
Q1 2021

May 14, 2021
SELL
$30.78 - $34.63 $870,920 - $979,855
-28,295 Reduced 10.94%
230,431 $7.32 Million
Q4 2020

Feb 12, 2021
SELL
$26.72 - $30.68 $30,113 - $34,576
-1,127 Reduced 0.43%
258,726 $7.93 Million
Q3 2020

Oct 23, 2020
SELL
$24.69 - $27.71 $46,343 - $52,011
-1,877 Reduced 0.72%
259,853 $6.95 Million
Q2 2020

Aug 25, 2020
BUY
$19.87 - $25.05 $5.2 Million - $6.56 Million
261,730 New
261,730 $6.37 Million
Q2 2020

Aug 11, 2020
SELL
$19.87 - $25.05 $4.71 Million - $5.94 Million
-237,085 Closed
0 $6.37 Million
Q1 2020

May 11, 2020
BUY
$18.68 - $28.22 $304,969 - $460,719
16,326 Added 7.4%
237,085 $4.91 Million
Q4 2019

Feb 13, 2020
BUY
$24.83 - $27.51 $319,090 - $353,531
12,851 Added 6.18%
220,759 $6.04 Million
Q3 2019

Oct 22, 2019
BUY
$25.08 - $25.94 $433,608 - $448,476
17,289 Added 9.07%
207,908 $5.23 Million
Q2 2019

Jul 31, 2019
BUY
N/A
19,196 Added 11.2%
190,619 $5 Million
Q1 2019

May 13, 2019
SELL
N/A
-163,931 Reduced 48.88%
171,423 $4.46 Million
Q4 2018

Feb 14, 2019
BUY
N/A
51,504 Added 18.14%
335,354 $7.89 Million
Q3 2018

Nov 14, 2018
BUY
N/A
23,558 Added 9.05%
283,850 $7.3 Million
Q2 2018

Aug 14, 2018
BUY
N/A
121,025 Added 86.9%
260,292 $6.74 Million
Q1 2018

May 14, 2018
BUY
N/A
17,175 Added 14.07%
139,267 $4 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-3,405 Reduced 2.71%
122,092 $3.41 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-54,797 Reduced 30.39%
125,497 $3.38 Million
Q2 2017

Aug 09, 2017
BUY
N/A
180,294
180,294 $4.48 Million

Others Institutions Holding SCHE

# of Institutions
830
Shares Held
143M
Call Options Held
24.2K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email