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Schwab Strategic Tr long term us shares owned by Sequoia Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr long term us (SCHQ) shares owned by Sequoia Financial Advisors from 13F filings

Historical chart of Sequoia Financial Advisors investment in Schwab Strategic Tr long term us

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr long term us 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 Strategic Tr long term us by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 84k 31.70
2025-09-30 $1.9M 58k 32.31
2025-06-30 $1.5M 46k 31.89
2025-03-31 $1.7M 52k 32.76

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View all positions for Sequoia Financial Advisors

Top funds holding Schwab Strategic Tr long term us

Envestnet Asset Management
LPL Financial
Mml Investors Services
Mirae Asset Global Investments
Carolina Wealth Advisors
Cetera Investment Advisers
Werba Rubin Papier Wealth Management
SFMG Wealth Advisors
Park Avenue Securities
Jpmorgan Chase & Co
Wells Fargo & Company
Toroso Investments
Goldman Sachs Group
Quadrature Capital
Thrivent Financial for Lutherans

View all funds holding Schwab Strategic Tr long term us