SCHWAB STRATEGIC TR

Ticker: SCHI CUSIP: 808524698 Class: 5 10YR CORP BD

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

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

Q4 2025
Shares 25,407 Value ($000) $584 Avg Close — Range —
Q3 2025
Shares 28,743 Value ($000) $663 Avg Close — Range —
Q2 2025
Shares 15,740 Value ($000) $358 Avg Close — Range —
Q1 2025
Shares 21,470 Value ($000) $482 Avg Close — Range —
Q4 2024
Shares 17,260 Value ($000) $381 Avg Close — Range —
Q3 2024
Shares 10,178 Value ($000) $470 Avg Close — Range —
Q2 2024
Shares 9,603 Value ($000) $423 Avg Close — Range —
Q1 2024
Shares 7,915 Value ($000) $352 Avg Close — Range —
Q4 2023
Shares 8,959 Value ($000) $403 Avg Close — Range —
Q3 2023
Shares 13,572 Value ($000) $573 Avg Close — Range —