Schwab Strategic Tr us lrg cap etf shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $62M | 1.0M | 62.06 |
| 2023-12-31 | $58M | 1.0M | 56.40 |
| 2023-09-30 | $53M | 1.0M | 50.60 |
| 2023-06-30 | $56M | 1.1M | 52.37 |
| 2023-03-31 | $54M | 1.1M | 48.37 |
| 2022-12-31 | $53M | 1.2M | 45.15 |
| 2022-09-30 | $50M | 1.2M | 42.35 |
| 2022-06-30 | $57M | 1.3M | 44.66 |
| 2022-03-31 | $73M | 1.4M | 53.85 |
| 2021-12-31 | $79M | 691k | 113.82 |
| 2021-09-30 | $28M | 272k | 104.03 |
| 2021-06-30 | $73M | 698k | 103.97 |
| 2021-03-31 | $71M | 742k | 96.03 |
| 2020-12-31 | $73M | 799k | 90.95 |
| 2020-09-30 | $66M | 812k | 80.63 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $44M | 720k | 61.25 |
| 2019-12-31 | $44M | 566k | 76.81 |
| 2019-09-30 | $37M | 521k | 70.93 |
| 2019-06-30 | $32M | 454k | 70.19 |
| 2019-03-31 | $26M | 382k | 67.61 |
| 2018-12-31 | $15M | 258k | 59.70 |
| 2018-09-30 | $15M | 217k | 69.56 |
| 2018-06-30 | $16M | 244k | 64.99 |
| 2018-03-31 | $15M | 242k | 63.08 |
| 2017-12-31 | $16M | 247k | 63.78 |
| 2017-09-30 | $16M | 267k | 60.04 |
| 2017-06-30 | $15M | 263k | 57.77 |
| 2017-03-31 | $14M | 255k | 56.27 |
| 2016-12-31 | $11M | 213k | 53.26 |
| 2016-09-30 | $11M | 207k | 51.62 |
| 2016-06-30 | $460k | 9.2k | 49.79 |
| 2016-03-31 | $131k | 6.4k | 20.47 |
| 2015-12-31 | $5.4M | 111k | 48.57 |
| 2015-09-30 | $4.3M | 95k | 45.76 |
| 2015-06-30 | $1.3M | 26k | 49.30 |
| 2015-03-31 | $1.2M | 24k | 49.56 |
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