SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 469,139 Value ($000) $12,306 Avg Close — Range —
Q3 2025
Shares 497,585 Value ($000) $12,793 Avg Close — Range —
Q2 2025
Shares 515,890 Value ($000) $12,294 Avg Close — Range —
Q1 2025
Shares 537,515 Value ($000) $11,573 Avg Close — Range —
Q4 2024
Shares 530,154 Value ($000) $12,034 Avg Close — Range —
Q3 2024
Shares 176,257 Value ($000) $11,725 Avg Close — Range —
Q2 2024
Shares 152,323 Value ($000) $9,577 Avg Close — Range —
Q1 2024
Shares 155,110 Value ($000) $9,469 Avg Close — Range —
Q4 2023
Shares 149,309 Value ($000) $8,312 Avg Close — Range —
Q3 2023
Shares 147,926 Value ($000) $7,374 Avg Close — Range —
Q2 2023
Shares 148,789 Value ($000) $7,692 Avg Close — Range —
Q1 2023
Shares 161,094 Value ($000) $7,708 Avg Close — Range —
Q4 2022
Shares 172,295 Value ($000) $7,721 Avg Close — Range —
Q3 2022
Shares 174,018 Value ($000) $7,307 Avg Close — Range —
Q2 2022
Shares 182,455 Value ($000) $8,063 Avg Close — Range —
Q1 2022
Shares 193,116 Value ($000) $10,310 Avg Close — Range —
Q4 2021
Shares 94,618 Value ($000) $10,693 Avg Close — Range —
Q3 2021
Shares 13,052 Value ($000) $1,356 Avg Close — Range —
Q2 2021
Shares 79,208 Value ($000) $8,259 Avg Close — Range —
Q1 2021
Shares 78,733 Value ($000) $7,614 Avg Close — Range —
Q4 2020
Shares 77,642 Value ($000) $7,065 Avg Close — Range —
Q3 2020
Shares 75,539 Value ($000) $6,016 Avg Close — Range —
Q2 2020
Shares 65,293 Value ($000) $4,797 Avg Close — Range —
Q1 2020
Shares 48,226 Value ($000) $2,914 Avg Close — Range —
Q4 2019
Shares 33,794 Value ($000) $2,598 Avg Close — Range —
Q3 2019
Shares 24,068 Value ($000) $1,709 Avg Close — Range —
Q2 2019
Shares 15,759 Value ($000) $1,111 Avg Close — Range —
Q1 2019
Shares 4,144 Value ($000) $282 Avg Close — Range —