Sequoia Financial Advisors, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 493,657 shares of SCHG stock, worth $13.2 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
493,657
Previous 126,937 288.9%
Holding current value
$13.2 Million
Previous $13.2 Million 4.04%
% of portfolio
0.12%
Previous 0.15%

Shares

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

Feb 07, 2025
BUY
$25.93 - $105.3 $9.51 Million - $38.6 Million
366,720 Added 288.9%
493,657 $13.8 Million
Q3 2024

Oct 21, 2024
SELL
$92.63 - $105.69 $420,354 - $479,621
-4,538 Reduced 3.45%
126,937 $13.2 Million
Q2 2024

Jul 15, 2024
SELL
$87.04 - $101.61 $933,416 - $1.09 Million
-10,724 Reduced 7.54%
131,475 $13.3 Million
Q1 2024

Apr 30, 2024
BUY
$80.6 - $93.32 $39,010 - $45,166
484 Added 0.34%
142,199 $13.2 Million
Q4 2023

Jan 25, 2024
BUY
$70.08 - $83.37 $326,292 - $388,170
4,656 Added 3.4%
141,715 $11.8 Million
Q3 2023

Nov 08, 2023
SELL
$71.99 - $78.02 $285,080 - $308,959
-3,960 Reduced 2.81%
137,059 $9.97 Million
Q2 2023

Aug 08, 2023
SELL
$63.6 - $74.95 $2.15 Million - $2.53 Million
-33,752 Reduced 19.31%
141,019 $10.6 Million
Q1 2023

Apr 24, 2023
BUY
$54.19 - $65.17 $146,313 - $175,959
2,700 Added 1.57%
174,771 $11.4 Million
Q4 2022

Feb 10, 2023
SELL
$54.31 - $60.76 $71,471 - $79,960
-1,316 Reduced 0.76%
172,071 $9.56 Million
Q4 2022

Jan 17, 2023
BUY
$54.31 - $60.76 $2.15 Million - $2.41 Million
39,602 Added 29.6%
173,387 $0
Q3 2022

Oct 26, 2022
SELL
$55.81 - $69.25 $1.58 Million - $1.96 Million
-28,253 Reduced 17.44%
133,785 $7.47 Million
Q2 2022

Jul 22, 2022
SELL
$55.73 - $76.55 $1.59 Million - $2.18 Million
-28,511 Reduced 14.96%
162,038 $9.4 Million
Q1 2022

May 13, 2022
BUY
$65.63 - $82.62 $6.62 Million - $8.34 Million
100,924 Added 112.61%
190,549 $14.3 Million
Q4 2021

Feb 11, 2022
BUY
$73.11 - $83.4 $4.12 Million - $4.7 Million
56,385 Added 169.63%
89,625 $14.7 Million
Q3 2021

Oct 26, 2021
SELL
$73.24 - $78.94 $3.75 Million - $4.04 Million
-51,212 Reduced 60.64%
33,240 $4.92 Million
Q2 2021

Jul 27, 2021
BUY
$65.3 - $73.24 $504,377 - $565,705
7,724 Added 10.07%
84,452 $12.3 Million
Q1 2021

May 14, 2021
BUY
$61.41 - $68.35 $309,813 - $344,825
5,045 Added 7.04%
76,728 $9.96 Million
Q4 2020

Feb 12, 2021
BUY
$55.95 - $64.38 $13,036 - $15,000
233 Added 0.33%
71,683 $9.21 Million
Q3 2020

Oct 23, 2020
BUY
$51.42 - $61.56 $60,367 - $72,271
1,174 Added 1.67%
71,450 $8.23 Million
Q2 2020

Aug 25, 2020
BUY
$37.99 - $51.32 $2.67 Million - $3.61 Million
70,276 New
70,276 $7.14 Million
Q2 2020

Aug 11, 2020
SELL
$37.99 - $51.32 $2.68 Million - $3.62 Million
-70,444 Closed
0 $7.14 Million
Q1 2020

May 11, 2020
BUY
$34.6 - $51.17 $507,928 - $751,175
14,680 Added 26.33%
70,444 $5.61 Million
Q4 2019

Feb 13, 2020
BUY
$40.97 - $46.72 $100,540 - $114,650
2,454 Added 4.6%
55,764 $5.18 Million
Q3 2019

Oct 22, 2019
BUY
$41.7 - $42.86 $1.39 Million - $1.43 Million
33,396 Added 167.7%
53,310 $4.48 Million
Q2 2019

Jul 31, 2019
SELL
N/A
-351 Reduced 1.73%
19,914 $1.66 Million
Q1 2019

May 13, 2019
SELL
N/A
-33,635 Reduced 62.4%
20,265 $1.61 Million
Q4 2018

Feb 14, 2019
BUY
N/A
5,406 Added 11.15%
53,900 $3.72 Million
Q3 2018

Nov 14, 2018
BUY
N/A
24,579 Added 102.78%
48,494 $3.98 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-23,604 Reduced 49.67%
23,915 $1.81 Million
Q1 2018

May 14, 2018
SELL
N/A
-3,108 Reduced 6.14%
47,519 $3.41 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-320 Reduced 0.63%
50,627 $3.58 Million
Q3 2017

Nov 13, 2017
BUY
N/A
3,748 Added 7.94%
50,947 $3.37 Million
Q2 2017

Aug 09, 2017
BUY
N/A
47,199
47,199 $2.98 Million

Others Institutions Holding SCHG

# of Institutions
1,469
Shares Held
2.26B
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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