SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 114,454 Value ($000) $3,442 Avg Close — Range —
Q3 2025
Shares 108,530 Value ($000) $3,217 Avg Close — Range —
Q2 2025
Shares 110,633 Value ($000) $3,103 Avg Close — Range —
Q1 2025
Shares 82,690 Value ($000) $2,166 Avg Close — Range —
Q4 2024
Shares 85,060 Value ($000) $2,357 Avg Close — Range —
Q3 2024
Shares 26,528 Value ($000) $2,204 Avg Close — Range —
Q2 2024
Shares 27,517 Value ($000) $2,142 Avg Close — Range —
Q1 2024
Shares 28,233 Value ($000) $2,299 Avg Close — Range —
Q4 2023
Shares 28,772 Value ($000) $2,167 Avg Close — Range —
Q3 2023
Shares 28,786 Value ($000) $1,948 Avg Close — Range —
Q2 2023
Shares 26,887 Value ($000) $1,910 Avg Close — Range —
Q1 2023
Shares 32,537 Value ($000) $2,208 Avg Close — Range —
Q4 2022
Shares 32,632 Value ($000) $2,141 Avg Close — Range —
Q3 2022
Shares 26,305 Value ($000) $1,592 Avg Close — Range —
Q2 2022
Shares 31,812 Value ($000) $1,996 Avg Close — Range —
Q1 2022
Shares 49,167 Value ($000) $3,730 Avg Close — Range —
Q4 2021
Shares 46,422 Value ($000) $3,734 Avg Close — Range —
Q3 2021
Shares 12,857 Value ($000) $986 Avg Close — Range —
Q2 2021
Shares 40,964 Value ($000) $3,206 Avg Close — Range —
Q1 2021
Shares 41,103 Value ($000) $3,059 Avg Close — Range —
Q4 2020
Shares 45,582 Value ($000) $3,108 Avg Close — Range —
Q3 2020
Shares 44,758 Value ($000) $2,483 Avg Close — Range —
Q2 2020
Shares 45,161 Value ($000) $2,376 Avg Close — Range —
Q1 2020
Shares 42,092 Value ($000) $1,775 Avg Close — Range —
Q4 2019
Shares 40,865 Value ($000) $2,458 Avg Close — Range —
Q3 2019
Shares 42,242 Value ($000) $2,388 Avg Close — Range —
Q2 2019
Shares 42,105 Value ($000) $2,404 Avg Close — Range —
Q1 2019
Shares 41,288 Value ($000) $2,287 Avg Close — Range —
Q4 2018
Shares 37,174 Value ($000) $1,782 Avg Close — Range —
Q3 2018
Shares 36,635 Value ($000) $2,119 Avg Close — Range —
Q2 2018
Shares 37,241 Value ($000) $2,044 Avg Close — Range —
Q1 2018
Shares 37,799 Value ($000) $1,999 Avg Close — Range —
Q4 2017
Shares 38,369 Value ($000) $2,044 Avg Close — Range —
Q3 2017
Shares 38,568 Value ($000) $1,933 Avg Close — Range —
Q2 2017
Shares 35,986 Value ($000) $1,733 Avg Close — Range —
Q1 2017
Shares 33,125 Value ($000) $1,568 Avg Close — Range —
Q4 2016
Shares 15,099 Value ($000) $682 Avg Close — Range —
Q3 2016
Shares 14,409 Value ($000) $627 Avg Close — Range —