Schwab Strategic Tr cmn shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.0M | 74k | 80.37 |
| 2024-06-30 | $5.6M | 75k | 74.08 |
| 2024-03-31 | $6.5M | 86k | 75.98 |
| 2023-12-31 | $6.3M | 91k | 70.10 |
| 2023-09-30 | $6.0M | 93k | 64.46 |
| 2023-06-30 | $6.4M | 95k | 67.09 |
| 2023-03-31 | $6.6M | 101k | 65.58 |
| 2022-12-31 | $7.2M | 110k | 66.02 |
| 2022-09-30 | $6.3M | 109k | 58.51 |
| 2022-06-30 | $7.3M | 117k | 62.42 |
| 2022-03-31 | $9.3M | 130k | 71.39 |
| 2021-12-31 | $9.6M | 131k | 73.22 |
| 2021-09-30 | $4.0M | 60k | 67.47 |
| 2021-06-30 | $9.0M | 132k | 68.37 |
| 2021-03-31 | $8.7M | 133k | 65.28 |
| 2020-12-31 | $8.7M | 146k | 59.53 |
| 2020-09-30 | $7.6M | 145k | 52.19 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $5.4M | 122k | 44.27 |
| 2019-12-31 | $7.5M | 124k | 60.12 |
| 2019-09-30 | $6.7M | 119k | 56.73 |
| 2019-06-30 | $6.3M | 113k | 56.14 |
| 2019-03-31 | $5.5M | 101k | 54.74 |
| 2018-12-31 | $6.1M | 124k | 49.29 |
| 2018-09-30 | $5.2M | 93k | 56.08 |
| 2018-06-30 | $5.0M | 93k | 53.12 |
| 2018-03-31 | $4.9M | 93k | 52.84 |
| 2017-12-31 | $5.2M | 96k | 54.67 |
| 2017-09-30 | $5.0M | 97k | 51.82 |
| 2017-06-30 | $4.6M | 91k | 50.20 |
| 2017-03-31 | $4.3M | 87k | 49.68 |
| 2016-12-31 | $2.8M | 58k | 48.09 |
| 2016-09-30 | $2.8M | 62k | 45.55 |
| 2016-06-30 | $11M | 237k | 44.79 |
| 2016-03-31 | $241k | 10k | 23.15 |
| 2015-12-31 | $6.9M | 155k | 44.10 |
| 2015-09-30 | $8.3M | 208k | 39.82 |
| 2015-06-30 | $8.1M | 189k | 43.03 |
| 2015-03-31 | $7.8M | 180k | 43.27 |
| 2014-12-31 | $6.9M | 157k | 44.10 |
| 2014-09-30 | $6.7M | 156k | 42.64 |
| 2014-06-30 | $6.5M | 152k | 42.83 |
| 2014-03-31 | $5.3M | 128k | 41.21 |
| 2013-12-31 | $5.7M | 141k | 40.73 |
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