SCHWAB STRATEGIC TR

Ticker: FNDE CUSIP: 808524730 Class: FUNDAMENTAL EMER

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

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

Q4 2025
Shares 23,087 Value ($000) $833 Avg Close — Range —
Q3 2025
Shares 21,258 Value ($000) $769 Avg Close — Range —
Q2 2025
Shares 15,488 Value ($000) $511 Avg Close — Range —
Q1 2025
Shares 20,103 Value ($000) $619 Avg Close — Range —
Q4 2024
Shares 16,258 Value ($000) $472 Avg Close — Range —
Q3 2024
Shares 13,996 Value ($000) $452 Avg Close — Range —
Q2 2024
Shares 8,520 Value ($000) $252 Avg Close — Range —
Q4 2023
Shares 9,033 Value ($000) $245 Avg Close — Range —