Sequoia Financial Advisors, LLC Schwab Strategic Tr 5 10 Yr 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 5 10 Yr C stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 17,260 shares of SCHI stock, worth $386,278. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,260
Previous 10,178 69.58%
Holding current value
$386,278
Previous $469,000 18.98%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Feb 07, 2025
BUY
$22.02 - $46.16 $155,945 - $326,905
7,082 Added 69.58%
17,260 $380,000
Q3 2024

Oct 21, 2024
BUY
$43.73 - $46.29 $25,144 - $26,616
575 Added 5.99%
10,178 $469,000
Q2 2024

Jul 15, 2024
BUY
$43.11 - $44.42 $72,769 - $74,980
1,688 Added 21.33%
9,603 $423,000
Q1 2024

Apr 30, 2024
SELL
$43.87 - $44.99 $45,800 - $46,969
-1,044 Reduced 11.65%
7,915 $352,000
Q4 2023

Jan 25, 2024
SELL
$40.96 - $45.17 $188,948 - $208,369
-4,613 Reduced 33.99%
8,959 $402,000
Q3 2023

Nov 08, 2023
BUY
$42.12 - $44.19 $571,652 - $599,746
13,572 New
13,572 $572,000

Others Institutions Holding SCHI

# of Institutions
222
Shares Held
42.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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