Back to Sequoia Financial Advisors, LLC Sequoia Financial Advisors, LLC

SCHXSCHX
Showing 8 of 30 quarters

Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in SCHWAB US LARGE-CAP ETF

Sequoia Financial Advisors, LLC holds 1.4M shares of SCHX (SCHWAB US LARGE-CAP ETF), worth $40.8M as of 2026-Q2. The position was decreased (-2.0% shares). SCHX represents 0.2% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$40.8M

Current Shares

1.4M

Total Value Change

-$18.5M

Total Shares Change

+511,100

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.4M
-2.0%
$40.8M0.2%$29.43
0
2026-Q1
Decreased
1.4M
-0.5%
$36.2M0.2%$26.83
0
2025-Q4
Increased
1.4M
+0.7%
$38.2M0.2%$27.12
35
2025-Q3
Increased
1.4M
0.0%
$37.2M0.2%$26.19
35
2025-Q2
Decreased
1.4M
-44.4%
$34.5M0.2%$24.19
0
2025-Q1
Increased
2.5M
+0.1%
$56M0.4%$21.77
35
2024-Q4
Increased
2.5M
+189.7%
$58.7M0.6%$23.00
67
2024-Q3
Decreased
873,688
-2.1%
$59.3M0.6%$22.20
0

Other major holders of SCHX: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, US BANCORP \DE\

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used