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SCHCSCHC
Showing 8 of 30 quarters

Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in SCHWAB STRATEGIC TR

Yes. Sequoia Financial Advisors holds 14,408 shares of SCHC, worth $693,336, as of its Q2 2026 13F filing. It increased the position by 225 shares (+1.6%) from Q1 2026. Sequoia Financial Advisors has held SCHC in every 13F on record since Q1 2019, 30 quarterly filings.

Current Value

$693,336

Current Shares

14,408

Total Value Change

+$74,219

Total Shares Change

-1,660

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
14,408
+1.6%
$693,3360.0%$48.12
25
2026-Q1
Decreased
14,183
-0.1%
$662,9360.0%$46.64
0
2025-Q4
Decreased
14,196
-9.5%
$646,3660.0%$45.43
0
2025-Q3
Increased
15,689
+2.6%
$714,0280.0%$43.87
25
2025-Q2
Decreased
15,290
-15.5%
$651,2390.0%$41.05
0
2025-Q1
Increased
18,087
+7.1%
$648,9780.0%$34.51
26
2024-Q4
Increased
16,882
+5.1%
$579,5750.0%$33.02
26
2024-Q3
Increased
16,068
+3.8%
$619,1170.0%$35.86
25

Other major holders of SCHC: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Corient Private Wealth LP, TIAA TRUST, NATIONAL ASSOCIATION, Savant Capital, LLC, PNC FINANCIAL SERVICES GROUP, INC.

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