Position history for Sequoia Financial Advisors, LLC's holdings in SCHWAB AGGREGATE
Sequoia Financial Advisors, LLC holds 17,131 shares of SCHZ (SCHWAB AGGREGATE), worth $397,793 as of 2026-Q1. The position was decreased (-29.8% shares). SCHZ represents 0.0% of Sequoia Financial Advisors, LLC's portfolio.
Current Value
$397,793
Current Shares
17,131
Total Value Change
-$433,099
Total Shares Change
-1,098
Other major holders of SCHZ: CHARLES SCHWAB INVESTMENT MANAGEMENT INC
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% | $23.09 | 38 |
| 2025-Q2 | Decreased | 20,815 | -12.7% | $483,735 | 0.0% | $22.53 | 0 |
| 2025-Q1 | Decreased | 23,853 | -8.0% | $552,428 | 0.0% | $22.28 | 0 |
| 2024-Q4 | Increased | 25,923 | +50.0% | $588,442 | 0.0% | $21.74 | 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 |