SCHWAB STRATEGIC TR

Ticker: SCMB CUSIP: 808524649 Class: MUN BD ETF

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

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

Q4 2025
Shares 27,573 Value ($000) $710 Avg Close — Range —
Q3 2025
Shares 14,347 Value ($000) $367 Avg Close — Range —
Q2 2025
Shares 14,791 Value ($000) $372 Avg Close — Range —
Q1 2025
Shares 18,462 Value ($000) $468 Avg Close — Range —
Q4 2024
Shares 17,368 Value ($000) $446 Avg Close — Range —
Q3 2024
Shares 8,684 Value ($000) $456 Avg Close — Range —
Q2 2024
Shares 8,684 Value ($000) $446 Avg Close — Range —
Q1 2024
Shares 8,711 Value ($000) $453 Avg Close — Range —
Q4 2023
Shares 19,356 Value ($000) $1,018 Avg Close — Range —
Q3 2023
Shares 19,961 Value ($000) $990 Avg Close — Range —
Q2 2023
Shares 23,641 Value ($000) $1,225 Avg Close — Range —
Q1 2023
Shares 16,992 Value ($000) $890 Avg Close — Range —
Q4 2022
Shares 20,663 Value ($000) $1,060 Avg Close — Range —