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 2,531,164 shares of SCHX stock, worth $60.1 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

2,531,164

Previous 873,688 189.71%

Holding current value

$60.1 Million

Previous $59.3 Million 1.02%

% of portfolio

0.51%

Previous 0.66%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $37.1 Million - $113 Million	1,657,476 Added 189.71%	2,531,164 $58.7 Million
Q3 2024 Oct 21, 2024	SELL	$61.11 - $67.85 $1.13 Million - $1.26 Million	-18,556 Reduced 2.08%	873,688 $59.3 Million
Q2 2024 Jul 15, 2024	SELL	$58.7 - $64.78 $6.53 Million - $7.21 Million	-111,328 Reduced 11.09%	892,244 $57.3 Million
Q1 2024 Apr 30, 2024	SELL	$55.41 - $62.08 $1.63 Million - $1.83 Million	-29,421 Reduced 2.85%	1,003,572 $62.3 Million
Q4 2023 Jan 25, 2024	SELL	$48.47 - $56.6 $503,894 - $588,413	-10,396 Reduced 1.0%	1,032,993 $58.3 Million
Q3 2023 Nov 08, 2023	SELL	$50.36 - $54.21 $1.52 Million - $1.64 Million	-30,184 Reduced 2.81%	1,043,389 $52.8 Million
Q2 2023 Aug 08, 2023	SELL	$47.67 - $52.37 $1.97 Million - $2.17 Million	-41,369 Reduced 3.71%	1,073,573 $56.2 Million
Q1 2023 Apr 24, 2023	SELL	$44.78 - $49.41 $2.55 Million - $2.81 Million	-56,844 Reduced 4.85%	1,114,942 $53.9 Million
Q4 2022 Feb 10, 2023	SELL	$42.25 - $48.16 $103,977 - $118,521	-2,461 Reduced 0.21%	1,171,786 $52.9 Million
Q4 2022 Jan 17, 2023	SELL	$42.25 - $48.16 $558,418 - $636,530	-13,217 Reduced 1.11%	1,174,247 $0
Q3 2022 Oct 26, 2022	SELL	$42.35 - $51.01 $3.52 Million - $4.24 Million	-83,149 Reduced 6.54%	1,187,464 $50.3 Million
Q2 2022 Jul 22, 2022	SELL	$43.35 - $54.51 $3.84 Million - $4.82 Million	-88,514 Reduced 6.51%	1,270,613 $56.7 Million
Q1 2022 May 13, 2022	BUY	$49.51 - $57.27 $33.1 Million - $38.2 Million	667,863 Added 96.61%	1,359,127 $73.2 Million
Q4 2021 Feb 11, 2022	BUY	$51.9 - $57.29 $21.8 Million - $24 Million	419,268 Added 154.14%	691,264 $78.7 Million
Q3 2021 Oct 26, 2021	SELL	$51.52 - $54.94 $22 Million - $23.4 Million	-426,319 Reduced 61.05%	271,996 $28.3 Million
Q2 2021 Jul 27, 2021	SELL	$48.62 - $52.01 $2.1 Million - $2.25 Million	-43,170 Reduced 5.82%	698,315 $72.6 Million
Q1 2021 May 14, 2021	SELL	$44.9 - $48.34 $2.56 Million - $2.76 Million	-57,034 Reduced 7.14%	741,485 $71.2 Million
Q4 2020 Feb 12, 2021	SELL	$39.35 - $45.48 $532,956 - $615,981	-13,544 Reduced 1.67%	798,519 $72.6 Million
Q3 2020 Oct 23, 2020	SELL	$37.26 - $43.03 $646,013 - $746,054	-17,338 Reduced 2.09%	812,063 $65.5 Million
Q2 2020 Aug 25, 2020	BUY	$29.25 - $38.76 $24.3 Million - $32.1 Million	829,401 New	829,401 $61.5 Million
Q2 2020 Aug 11, 2020	SELL	$29.25 - $38.76 $21.1 Million - $27.9 Million	-720,277 Closed	0 $61.5 Million
Q1 2020 May 11, 2020	BUY	$26.61 - $40.52 $4.11 Million - $6.26 Million	154,410 Added 27.29%	720,277 $44.1 Million
Q4 2019 Feb 13, 2020	BUY	$34.42 - $38.54 $1.55 Million - $1.74 Million	45,066 Added 8.65%	565,867 $43.5 Million
Q3 2019 Oct 22, 2019	BUY	$35.28 - $36.01 $2.37 Million - $2.42 Million	67,140 Added 14.8%	520,801 $36.9 Million
Q2 2019 Jul 31, 2019	BUY	N/A	71,988 Added 18.86%	453,661 $31.8 Million
Q1 2019 May 13, 2019	BUY	N/A	123,427 Added 47.79%	381,673 $25.8 Million
Q4 2018 Feb 14, 2019	BUY	N/A	40,988 Added 18.87%	258,246 $15.4 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-27,039 Reduced 11.07%	217,258 $15.1 Million
Q2 2018 Aug 14, 2018	BUY	N/A	2,532 Added 1.05%	244,297 $15.9 Million
Q1 2018 May 14, 2018	SELL	N/A	-5,138 Reduced 2.08%	241,765 $15.3 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-20,235 Reduced 7.57%	246,903 $15.7 Million
Q3 2017 Nov 13, 2017	BUY	N/A	4,225 Added 1.61%	267,138 $16 Million
Q2 2017 Aug 09, 2017	BUY	N/A	262,913	262,913 $15.2 Million

Others Institutions Holding SCHX

# of Institutions

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

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.

Account

Sequoia Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History