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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn 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 cmn by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
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