Schwab U S Broad Market ETF shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.5M | 155k | 61.05 |
| 2023-12-31 | $8.3M | 149k | 55.67 |
| 2023-09-30 | $7.4M | 148k | 49.85 |
| 2023-06-30 | $7.7M | 149k | 51.70 |
| 2023-03-31 | $7.7M | 161k | 47.85 |
| 2022-12-31 | $8.0M | 178k | 44.81 |
| 2022-09-30 | $7.3M | 174k | 41.99 |
| 2022-06-30 | $8.1M | 183k | 44.19 |
| 2022-03-31 | $10M | 193k | 53.39 |
| 2021-12-31 | $11M | 95k | 113.01 |
| 2021-09-30 | $1.4M | 13k | 103.89 |
| 2021-06-30 | $8.3M | 79k | 104.27 |
| 2021-03-31 | $7.6M | 79k | 96.71 |
| 2020-12-31 | $7.1M | 78k | 90.99 |
| 2020-09-30 | $6.0M | 76k | 79.64 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $2.9M | 48k | 60.42 |
| 2019-12-31 | $2.6M | 34k | 76.88 |
| 2019-09-30 | $1.7M | 24k | 71.01 |
| 2019-06-30 | $1.1M | 16k | 70.50 |
| 2019-03-31 | $282k | 4.1k | 68.05 |
More positions owned by Sequoia Financial Advisors
View all positions for Sequoia Financial Advisors