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

As of 2026-Q2, Sequoia Financial Advisors, LLC holds 12,176 shares of SCHZ (SCHWAB US AGGREGATE BOND ETF).

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

As of 2026-Q2, Sequoia Financial Advisors, LLC's SCHZ position is worth $281,626.

Is Sequoia Financial Advisors, LLC buying or selling SCHZ?

In 2026-Q2, Sequoia Financial Advisors, LLC decreased their SCHZ position (-28.9% change in shares).

When did Sequoia Financial Advisors, LLC first buy SCHZ?

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

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Sequoia Financial Advisors, LLC

SCHZ
30 quarters

Position history for Sequoia Financial Advisors, LLC's holdings in SCHWAB US AGGREGATE BOND ETF

Current Value

$281,626

Current Shares

12,176

Total Value Change

-$17.7M

Total Shares Change

-335,313

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	12,176	-28.9%	$281,626	0.0%	$22.96	0
2026-Q1	Decreased	17,131	-29.8%	$397,793	0.0%	$23.53	0
2025-Q4	Decreased	24,417	-33.3%	$570,628	0.0%	$23.34	0
2025-Q3	Increased	36,583	+75.8%	$858,597	0.0%	$22.60	38
2025-Q2	Decreased	20,815	-12.7%	$483,735	0.0%	$22.15	0
2025-Q1	Decreased	23,853	-8.0%	$552,428	0.0%	$21.85	0
2024-Q4	Increased	25,923	+50.0%	$588,442	0.0%	$21.26	34
2024-Q3	Decreased	17,280	-5.2%	$821,130	0.0%	$22.48	0
2024-Q2	Decreased	18,229	-96.8%	$830,892	0.0%	$21.31	0
2024-Q1	Increased	573,490	+1.0%	$26.4M	0.3%	$21.29	35
2023-Q4	Decreased	567,946	-3.8%	$26.5M	0.3%	$21.44	0
2023-Q3	Decreased	590,150	-1.9%	$26.1M	0.5%	$20.09	0
2023-Q2	Decreased	601,606	-7.0%	$27.8M	0.5%	$20.72	0
2023-Q1	Decreased	647,105	-5.7%	$30.4M	0.7%	$20.54	0
2022-Q4	Decreased	686,044	-6.7%	$31.3M	0.8%	$19.89	0
2022-Q3	Decreased	735,437	-9.4%	$33.3M	1.1%	$20.03	0
2022-Q2	Decreased	811,581	-6.7%	$38.9M	1.1%	$20.87	0
2022-Q1	Decreased	869,467	-1.9%	$44M	1.1%	$21.56	0
2021-Q4	Increased	885,959	+209.6%	$47.8M	1.3%	$22.90	74
2021-Q3	Decreased	286,164	-68.0%	$15.5M	1.6%	$23.39	0
2021-Q2	Increased	892,868	+4.6%	$48.8M	1.8%	$23.38	48
2021-Q1	Decreased	853,405	-2.5%	$46M	1.9%	$23.00	0
2020-Q4	Increased	874,867	+0.9%	$49M	2.2%	$23.78	50
2020-Q3	Increased	867,166	+0.1%	$48.6M	2.6%	$23.14	50
2020-Q2	Increased	866,201	+20.1%	$48.7M	2.9%	$23.07	60
2020-Q1	Increased	720,988	+10.8%	$39.1M	2.9%	$22.76	55
2019-Q4	Increased	650,857	+12.4%	$34.8M	2.2%	$22.18	56
2019-Q3	Increased	578,890	+27.3%	$31.2M	2.3%	$22.09	61
2019-Q2	Increased	454,741	+30.9%	$24.1M	1.8%	$21.62	57
2019-Q1	New	347,489	-	$18M	1.5%	$21.00	65

Other major holders of SCHZ: BNP PARIBAS FINANCIAL MARKETS, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

SCHZ30 quarters

SCHZ
30 quarters