Position history for Sequoia Financial Advisors, LLC's holdings in SCHWAB STRATEGIC TR
Sequoia Financial Advisors, LLC holds 1.4M shares of SCHX (SCHWAB STRATEGIC TR), worth $36.2M as of 2026-Q1. The position was decreased (-0.5% shares). SCHX represents 0.2% of Sequoia Financial Advisors, LLC's portfolio.
Current Value
$36.2M
Current Shares
1.4M
Total Value Change
-$21.1M
Total Shares Change
+521,487
Other major holders of SCHX: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, US BANCORP \DE\
Decreased |
| 1.4M |
-0.5% |
| $36.2M |
| 0.2% |
| $26.83 |
0 |
| 2025-Q4 | Increased | 1.4M | +0.7% | $38.2M | 0.2% | $27.12 | 35 |
| 2025-Q3 | Increased | 1.4M | 0.0% | $37.2M | 0.2% | $26.19 | 35 |
| 2025-Q2 | Decreased | 1.4M | -44.4% | $34.5M | 0.2% | $24.19 | 0 |
| 2025-Q1 | Increased | 2.5M | +0.1% | $56M | 0.4% | $21.77 | 35 |
| 2024-Q4 | Increased | 2.5M | +189.7% | $58.7M | 0.6% | $23.00 | 67 |
| 2024-Q3 | Decreased | 873,688 | -2.1% | $59.3M | 0.6% | $22.20 | 0 |
| 2024-Q2 | Decreased | 892,244 | -11.1% | $57.3M | 0.7% | $21.03 | 0 |