Sequoia Financial Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 10,362 shares of SCHH stock, worth $219,674. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,362
Holding current value
$219,674
% of portfolio
0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$20.76 - $21.78 $215,115 - $225,684
10,362 New
10,362 $223,000
Q4 2023

Jan 25, 2024
BUY
$16.76 - $20.95 $33,385 - $41,732
1,992 Added 15.02%
15,252 $315,000
Q3 2023

Nov 08, 2023
SELL
$17.52 - $20.27 $42,345 - $48,992
-2,417 Reduced 15.42%
13,260 $235,000
Q2 2023

Aug 08, 2023
BUY
$18.34 - $19.64 $287,516 - $307,896
15,677 New
15,677 $306,000
Q2 2022

Jul 22, 2022
SELL
$20.18 - $25.97 $175,303 - $225,601
-8,687 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$22.75 - $26.16 $197,629 - $227,251
8,687 New
8,687 $216,000
Q1 2021

May 14, 2021
SELL
$18.25 - $20.79 $104,682 - $119,251
-5,736 Closed
0 $0
Q4 2020

Feb 12, 2021
SELL
$17.04 - $19.33 $18,471 - $20,953
-1,084 Reduced 15.89%
5,736 $218,000
Q3 2020

Oct 23, 2020
BUY
$16.99 - $18.73 $84 - $93
5 Added 0.07%
6,820 $241,000
Q2 2020

Aug 25, 2020
BUY
$14.77 - $20.35 $100,657 - $138,685
6,815 New
6,815 $240,000
Q2 2020

Aug 11, 2020
SELL
$14.77 - $20.35 $100,583 - $138,583
-6,810 Closed
0 $240,000
Q1 2020

May 11, 2020
BUY
$13.54 - $24.27 $9,234 - $16,552
682 Added 11.13%
6,810 $223,000
Q4 2019

Feb 13, 2020
SELL
$22.24 - $24.07 $31,313 - $33,890
-1,408 Reduced 18.68%
6,128 $282,000
Q3 2019

Oct 22, 2019
BUY
$23.18 - $23.61 $33,077 - $33,691
1,427 Added 23.36%
7,536 $355,000
Q1 2019

May 13, 2019
BUY
N/A
714 Added 13.23%
6,109 $271,000
Q4 2018

Feb 14, 2019
SELL
N/A
-138 Reduced 2.49%
5,395 $208,000
Q3 2018

Nov 14, 2018
BUY
N/A
138 Added 2.56%
5,533 $231,000
Q2 2018

Aug 14, 2018
BUY
N/A
5,395 New
5,395 $225,000

Others Institutions Holding SCHH

# of Institutions
598
Shares Held
182M
Call Options Held
24.3K
Put Options Held
21.4K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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