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Schwab Strategic Tr shares owned by Sequoia Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) 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
2024-09-30 $456k 8.7k 52.53
2024-06-30 $446k 8.7k 51.40
2024-03-31 $453k 8.7k 52.05
2023-12-31 $1.0M 19k 52.61
2023-09-30 $990k 20k 49.58
2023-06-30 $1.2M 24k 51.83
2023-03-31 $890k 17k 52.37
2022-12-31 $1.1M 21k 51.30