Sequoia Financial Advisors, LLC Schwab Short Term Us Treasury Transaction History

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 43,660 shares of SCHO stock, worth $1.06 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
43,660
Holding current value
$1.06 Million
% of portfolio
0.01%

Shares

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

Oct 28, 2025
BUY
$24.23 - $24.42 $1.06 Million - $1.07 Million
43,660 New
43,660 $1.07 Million
Q2 2025

Jul 25, 2025
SELL
$24.19 - $24.45 $192,286 - $194,353
-7,949 Reduced 13.67%
50,220 $1.22 Million
Q1 2025

Apr 23, 2025
BUY
$24.1 - $24.34 $563,964 - $569,580
23,401 Added 67.31%
58,169 $1.42 Million
Q4 2024

Aug 08, 2025
SELL
$24.06 - $48.88 $371,775 - $755,293
-15,452 Reduced 30.77%
34,768 $836,000
Q4 2024

Feb 07, 2025
BUY
$24.06 - $48.88 $347,907 - $706,804
14,460 Added 71.2%
34,768 $836,000
Q3 2024

Oct 21, 2024
SELL
$47.93 - $49.06 $519,081 - $531,319
-10,830 Reduced 34.78%
20,308 $994,000
Q2 2024

Jul 15, 2024
BUY
$47.75 - $48.13 $11,030 - $11,118
231 Added 0.75%
31,138 $1.5 Million
Q1 2024

Apr 30, 2024
SELL
$48.05 - $48.63 $114,118 - $115,496
-2,375 Reduced 7.14%
30,907 $1.49 Million
Q4 2023

Jan 25, 2024
BUY
$47.66 - $48.45 $434,087 - $441,282
9,108 Added 37.68%
33,282 $1.61 Million
Q3 2023

Nov 08, 2023
SELL
$47.78 - $48.2 $346,022 - $349,064
-7,242 Reduced 23.05%
24,174 $1.16 Million
Q2 2023

Aug 08, 2023
BUY
$48.06 - $48.89 $95,062 - $96,704
1,978 Added 6.72%
31,416 $1.51 Million
Q1 2023

Apr 24, 2023
SELL
$47.8 - $49.0 $85,084 - $87,220
-1,780 Reduced 5.7%
29,438 $1.44 Million
Q4 2022

Jan 17, 2023
SELL
$47.89 - $48.47 $141,706 - $143,422
-2,959 Reduced 8.66%
31,218 $0
Q3 2022

Oct 26, 2022
SELL
$48.15 - $49.37 $177,866 - $182,372
-3,694 Reduced 9.75%
34,177 $1.65 Million
Q2 2022

Jul 22, 2022
SELL
$48.73 - $49.59 $37,765 - $38,432
-775 Reduced 2.01%
37,871 $1.86 Million
Q1 2022

May 13, 2022
BUY
$49.47 - $50.82 $14,742 - $15,144
298 Added 0.78%
38,646 $1.92 Million
Q4 2021

Feb 11, 2022
BUY
$50.83 - $51.21 $699,979 - $705,212
13,771 Added 56.03%
38,348 $1.95 Million
Q3 2021

Oct 26, 2021
SELL
$51.18 - $51.3 $712,118 - $713,788
-13,914 Reduced 36.15%
24,577 $1.26 Million
Q2 2021

Jul 27, 2021
BUY
$51.19 - $51.33 $94,445 - $94,703
1,845 Added 5.03%
38,491 $1.97 Million
Q1 2021

May 14, 2021
BUY
$51.27 - $51.41 $359,864 - $360,846
7,019 Added 23.69%
36,646 $1.88 Million
Q4 2020

Feb 12, 2021
BUY
$51.37 - $51.48 $110,599 - $110,836
2,153 Added 7.84%
29,627 $1.52 Million
Q3 2020

Oct 23, 2020
BUY
$51.49 - $51.63 $26,980 - $27,054
524 Added 1.94%
27,474 $1.42 Million
Q2 2020

Aug 25, 2020
BUY
$51.53 - $51.71 $1.39 Million - $1.39 Million
26,950 New
26,950 $1.39 Million
Q2 2020

Aug 11, 2020
SELL
$51.53 - $51.71 $1.32 Million - $1.32 Million
-25,526 Closed
0 $1.39 Million
Q1 2020

May 11, 2020
SELL
$50.48 - $51.73 $19,586 - $20,071
-388 Reduced 1.5%
25,526 $1.32 Million
Q4 2019

Feb 13, 2020
BUY
$50.38 - $50.71 $175,070 - $176,217
3,475 Added 15.49%
25,914 $1.31 Million
Q3 2019

Oct 22, 2019
SELL
$50.39 - $50.59 $350,109 - $351,499
-6,948 Reduced 23.64%
22,439 $1.14 Million
Q2 2019

Jul 31, 2019
SELL
N/A
-1,923 Reduced 6.14%
29,387 $1.49 Million
Q1 2019

May 13, 2019
SELL
N/A
-15,897 Reduced 33.68%
31,310 $1.57 Million
Q4 2018

Feb 14, 2019
BUY
N/A
14,011 Added 42.21%
47,207 $2.36 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-10,741 Reduced 24.45%
33,196 $1.65 Million
Q2 2018

Aug 14, 2018
BUY
N/A
13,736 Added 45.48%
43,937 $2.19 Million
Q1 2018

May 14, 2018
BUY
N/A
7,661 Added 33.99%
30,201 $1.51 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-1,899 Reduced 7.77%
22,540 $1.13 Million
Q3 2017

Nov 13, 2017
BUY
N/A
2,891 Added 13.42%
24,439 $1.23 Million
Q2 2017

Aug 09, 2017
BUY
N/A
21,548
21,548 $1.09 Million

Others Institutions Holding SCHO

# of Institutions
705
Shares Held
323M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

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