How many shares of SCHR does Sequoia Financial Advisors, LLC own?

As of 2026-Q2, Sequoia Financial Advisors, LLC holds 66,080 shares of SCHR (SCHWAB INTERMEDIATE-TERM US).

What is Sequoia Financial Advisors, LLC's SCHR position worth?

As of 2026-Q2, Sequoia Financial Advisors, LLC's SCHR position is worth $1.6M.

Is Sequoia Financial Advisors, LLC buying or selling SCHR?

In 2026-Q2, Sequoia Financial Advisors, LLC increased their SCHR position (+194.2% change in shares).

When did Sequoia Financial Advisors, LLC first buy SCHR?

Based on available 13F filings, Sequoia Financial Advisors, LLC first reported a position in SCHR in 2019-Q1. They have held the position across 30 quarters.

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Sequoia Financial Advisors, LLC

SCHR
30 quarters

Position history for Sequoia Financial Advisors, LLC's holdings in SCHWAB INTERMEDIATE-TERM US

Current Value

$1.6M

Current Shares

66,080

Total Value Change

-$10.1M

Total Shares Change

-152,511

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	66,080	+194.2%	$1.6M	0.0%	$24.58	41
2026-Q1	Decreased	22,464	-32.9%	$559,586	0.0%	$25.20	0
2025-Q4	Decreased	33,483	-9.6%	$839,766	0.0%	$25.04	0
2025-Q3	Increased	37,043	+23.8%	$930,882	0.0%	$24.34	30
2025-Q2	Increased	29,921	+18.4%	$748,921	0.0%	$24.01	29
2025-Q1	Increased	25,276	+10.3%	$628,371	0.0%	$23.61	27
2024-Q4	Increased	22,917	+57.5%	$556,654	0.0%	$22.92	35
2024-Q3	Decreased	14,552	-4.0%	$736,332	0.0%	$24.01	0
2024-Q2	Decreased	15,154	-94.2%	$739,073	0.0%	$22.88	0
2024-Q1	Increased	258,929	+0.3%	$12.7M	0.2%	$22.79	33
2023-Q4	Decreased	258,188	-5.3%	$12.8M	0.2%	$22.96	0
2023-Q3	Decreased	272,542	-2.7%	$13.1M	0.2%	$21.88	0
2023-Q2	Decreased	280,213	-7.8%	$13.8M	0.2%	$22.30	0
2023-Q1	Decreased	303,775	-6.0%	$15.3M	0.3%	$22.31	0
2022-Q4	Decreased	323,269	-7.0%	$15.9M	0.4%	$21.67	0
2022-Q3	Decreased	347,423	-10.6%	$17.1M	0.5%	$21.84	0
2022-Q2	Decreased	388,603	-7.4%	$20.1M	0.6%	$22.62	0
2022-Q1	Decreased	419,642	-2.4%	$22.3M	0.6%	$23.03	0
2021-Q4	Increased	430,129	+215.5%	$24.1M	0.7%	$24.24	65
2021-Q3	Decreased	136,335	-68.7%	$7.7M	0.8%	$24.77	0
2021-Q2	Increased	435,059	+3.6%	$24.7M	0.9%	$24.79	42
2021-Q1	Increased	420,024	+4.9%	$23.7M	1.0%	$24.57	42
2020-Q4	Decreased	400,235	-1.1%	$23.3M	1.1%	$25.28	0
2020-Q3	Increased	404,766	+1.6%	$23.8M	1.3%	$24.99	46
2020-Q2	Increased	398,452	+3.1%	$23.4M	1.4%	$24.93	46
2020-Q1	Increased	386,402	+1.5%	$22.7M	1.7%	$25.17	46
2019-Q4	Increased	380,564	+13.6%	$20.9M	1.3%	$23.51	51
2019-Q3	Increased	334,898	+17.6%	$18.6M	1.3%	$23.56	52
2019-Q2	Increased	284,784	+30.3%	$15.7M	1.2%	$23.18	56
2019-Q1	New	218,591	-	$11.8M	1.0%	$22.54	54

Other major holders of SCHR: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

SCHR30 quarters

SCHR
30 quarters