SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

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

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

Q4 2025
Shares 157,532 Value ($000) $4,665 Avg Close Range
Q3 2025
Shares 156,255 Value ($000) $4,549 Avg Close Range
Q2 2025
Shares 153,645 Value ($000) $4,251 Avg Close Range
Q1 2025
Shares 230,264 Value ($000) $6,120 Avg Close Range
Q4 2024
Shares 217,169 Value ($000) $5,662 Avg Close Range
Q3 2024
Shares 74,304 Value ($000) $5,972 Avg Close Range
Q2 2024
Shares 75,157 Value ($000) $5,568 Avg Close Range
Q1 2024
Shares 86,205 Value ($000) $6,550 Avg Close Range
Q4 2023
Shares 90,454 Value ($000) $6,341 Avg Close Range
Q3 2023
Shares 93,411 Value ($000) $6,021 Avg Close Range
Q2 2023
Shares 95,267 Value ($000) $6,391 Avg Close Range
Q1 2023
Shares 101,385 Value ($000) $6,649 Avg Close Range
Q4 2022
Shares 109,634 Value ($000) $7,238 Avg Close Range
Q3 2022
Shares 108,500 Value ($000) $6,348 Avg Close Range
Q2 2022
Shares 117,443 Value ($000) $7,331 Avg Close Range
Q1 2022
Shares 130,044 Value ($000) $9,284 Avg Close Range
Q4 2021
Shares 130,495 Value ($000) $9,555 Avg Close Range
Q3 2021
Shares 59,506 Value ($000) $4,015 Avg Close Range
Q2 2021
Shares 131,636 Value ($000) $9,000 Avg Close Range
Q1 2021
Shares 132,582 Value ($000) $8,655 Avg Close Range
Q4 2020
Shares 145,683 Value ($000) $8,673 Avg Close Range
Q3 2020
Shares 145,029 Value ($000) $7,569 Avg Close Range
Q2 2020
Shares 146,989 Value ($000) $7,366 Avg Close Range
Q1 2020
Shares 122,344 Value ($000) $5,416 Avg Close Range
Q4 2019
Shares 124,120 Value ($000) $7,462 Avg Close Range
Q3 2019
Shares 118,654 Value ($000) $6,731 Avg Close Range
Q2 2019
Shares 112,941 Value ($000) $6,340 Avg Close Range
Q1 2019
Shares 100,835 Value ($000) $5,520 Avg Close Range
Q4 2018
Shares 123,802 Value ($000) $6,102 Avg Close Range
Q3 2018
Shares 92,845 Value ($000) $5,207 Avg Close Range
Q2 2018
Shares 93,328 Value ($000) $4,958 Avg Close Range
Q1 2018
Shares 93,239 Value ($000) $4,927 Avg Close Range
Q4 2017
Shares 95,527 Value ($000) $5,222 Avg Close Range
Q3 2017
Shares 96,556 Value ($000) $5,004 Avg Close Range
Q2 2017
Shares 90,664 Value ($000) $4,551 Avg Close Range
Q1 2017
Shares 86,936 Value ($000) $4,319 Avg Close Range
Q4 2016
Shares 57,678 Value ($000) $2,774 Avg Close Range
Q3 2016
Shares 62,060 Value ($000) $2,827 Avg Close Range
Q2 2016
Shares 236,801 Value ($000) $10,606 Avg Close Range
Q1 2016
Shares 241,282 Value ($000) $10,423 Avg Close Range
Q4 2015
Shares 253,518 Value ($000) $10,759 Avg Close Range
Q3 2015
Shares 207,862 Value ($000) $8,277 Avg Close Range
Q2 2015
Shares 188,592 Value ($000) $8,115 Avg Close Range
Q1 2015
Shares 179,469 Value ($000) $7,766 Avg Close Range
Q4 2014
Shares 156,720 Value ($000) $6,911 Avg Close Range
Q3 2014
Shares 156,432 Value ($000) $6,671 Avg Close Range
Q2 2014
Shares 152,007 Value ($000) $6,510 Avg Close Range
Q1 2014
Shares 128,061 Value ($000) $5,277 Avg Close Range
Q4 2013
Shares 141,036 Value ($000) $5,744 Avg Close Range