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Schwab Strategic Tr shares owned by Sequoia Financial Advisors

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

Historical chart of Sequoia Financial Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.7M 116k 31.66
2025-12-31 $4.2M 142k 29.82
2025-09-30 $5.1M 184k 27.94

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View all positions for Sequoia Financial Advisors

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Hamel Associates
Summit Asset Management
Advisor Group Holdings
Jane Street
LPL Financial
HighTower Advisors
Bank of America Corporation
Modern Wealth Management
Iron Financial
Elequin Capital
Woodmont Investment Counsel
Charles Schwab Trust
Robertson Stephens Wealth Management
LongView Wealth Management

View all funds holding Schwab Strategic Tr