Schwab Strategic Tr us aggregate b shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $26M | 574k | 46.00 |
| 2023-12-31 | $27M | 568k | 46.62 |
| 2023-09-30 | $26M | 590k | 44.23 |
| 2023-06-30 | $28M | 602k | 46.16 |
| 2023-03-31 | $30M | 647k | 46.91 |
| 2022-12-31 | $31M | 687k | 45.65 |
| 2022-09-30 | $33M | 735k | 45.31 |
| 2022-06-30 | $39M | 812k | 47.87 |
| 2022-03-31 | $44M | 870k | 50.57 |
| 2021-12-31 | $48M | 886k | 53.90 |
| 2021-09-30 | $16M | 286k | 54.26 |
| 2021-06-30 | $49M | 893k | 54.60 |
| 2021-03-31 | $46M | 853k | 53.95 |
| 2020-12-31 | $49M | 875k | 56.03 |
| 2020-09-30 | $49M | 867k | 56.08 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $39M | 721k | 54.27 |
| 2019-12-31 | $35M | 651k | 53.43 |
| 2019-09-30 | $31M | 579k | 53.85 |
| 2019-06-30 | $24M | 455k | 53.00 |
| 2019-03-31 | $18M | 348k | 51.88 |
| 2018-12-31 | $11M | 221k | 50.59 |
| 2018-09-30 | $9.6M | 191k | 50.25 |
| 2018-06-30 | $9.2M | 181k | 50.64 |
| 2018-03-31 | $8.8M | 173k | 51.02 |
| 2017-12-31 | $6.4M | 124k | 52.04 |
| 2017-09-30 | $6.1M | 117k | 52.36 |
| 2017-06-30 | $6.2M | 119k | 52.25 |
| 2017-03-31 | $8.1M | 156k | 51.79 |
| 2016-12-31 | $8.7M | 169k | 51.50 |
| 2016-09-30 | $9.1M | 170k | 53.67 |
| 2016-06-30 | $11M | 209k | 53.72 |
| 2016-03-31 | $208k | 11k | 18.93 |
| 2015-12-31 | $8.4M | 164k | 51.50 |
| 2015-09-30 | $7.5M | 143k | 52.14 |
| 2015-06-30 | $6.7M | 130k | 51.73 |
| 2015-03-31 | $5.9M | 112k | 52.91 |
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