Position history for Sequoia Financial Advisors, LLC's holdings in SCHWAB STRATEGIC TR
Sequoia Financial Advisors, LLC holds 14,183 shares of SCHC (SCHWAB STRATEGIC TR), worth $662,936 as of 2026-Q1. The position was decreased (-0.1% shares). SCHC represents 0.0% of Sequoia Financial Advisors, LLC's portfolio.
Current Value
$662,936
Current Shares
14,183
Total Value Change
+$112,355
Total Shares Change
-1,291
Other major holders of SCHC: Corient Private Wealth LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, TIAA TRUST, NATIONAL ASSOCIATION, PNC FINANCIAL SERVICES GROUP, INC.
Decreased |
| 14,183 |
-0.1% |
| $662,936 |
| 0.0% |
| $49.02 |
0 |
| 2025-Q4 | Decreased | 14,196 | -9.5% | $646,366 | 0.0% | $45.74 | 0 |
| 2025-Q3 | Increased | 15,689 | +2.6% | $714,028 | 0.0% | $43.77 | 25 |
| 2025-Q2 | Decreased | 15,290 | -15.5% | $651,239 | 0.0% | $40.83 | 0 |
| 2025-Q1 | Increased | 18,087 | +7.1% | $648,978 | 0.0% | $34.85 | 26 |
| 2024-Q4 | Increased | 16,882 | +5.1% | $579,575 | 0.0% | $32.97 | 26 |
| 2024-Q3 | Increased | 16,068 | +3.8% | $619,117 | 0.0% | $36.03 | 25 |
| 2024-Q2 | Decreased | 15,474 | -5.5% | $550,581 | 0.0% | $33.19 | 0 |