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Schwab U S Small Cap ETF shares owned by Sequoia Financial Advisors

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sequoia Financial Advisors from 13F filings

Historical chart of Sequoia Financial Advisors investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 208k 51.50
2024-06-30 $9.4M 199k 47.45
2024-03-31 $11M 220k 49.24
2023-12-31 $11M 229k 47.24
2023-09-30 $9.3M 224k 41.42
2023-06-30 $9.8M 225k 43.80
2023-03-31 $9.3M 222k 41.93
2022-12-31 $9.5M 235k 40.51
2022-09-30 $9.2M 245k 37.80
2022-06-30 $11M 269k 38.99
2022-03-31 $14M 288k 47.36
2021-12-31 $14M 138k 102.40
2021-09-30 $4.9M 49k 100.10
2021-06-30 $14M 133k 104.18
2021-03-31 $15M 148k 99.67
2020-12-31 $16M 182k 89.00
2020-09-30 $13M 186k 68.32
2020-06-30 $0 0 0.00
2020-03-31 $5.8M 112k 51.52
2019-12-31 $7.6M 100k 75.64
2019-09-30 $6.8M 97k 69.73
2019-06-30 $6.2M 86k 71.48
2019-03-31 $5.2M 74k 69.93
2018-12-31 $3.6M 59k 60.67
2018-09-30 $4.3M 56k 76.17
2018-06-30 $4.1M 56k 73.56
2018-03-31 $3.7M 54k 69.12
2017-12-31 $3.9M 55k 69.74
2017-09-30 $3.7M 55k 67.36
2017-06-30 $4.5M 70k 63.91
2017-03-31 $4.4M 70k 62.97
2016-12-31 $3.1M 51k 61.48
2016-09-30 $2.5M 44k 57.55
2016-06-30 $1.8M 34k 54.04
2016-03-31 $34k 1.7k 19.21
2015-12-31 $1.8M 36k 52.09
2015-09-30 $1.5M 30k 50.78
2015-06-30 $1.6M 28k 57.47
2015-03-31 $1.2M 21k 57.58

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for Sequoia Financial Advisors

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Goldman Sachs Group
International Assets Investment Management
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Advisory Alpha
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Mariner Wealth Advisors
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services

View all funds holding Schwab U S Small Cap ETF