SCHWAB STRATEGIC TR

Ticker: FNDC CUSIP: 808524748 Class: FUNDAMENTAL INTL

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

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

Q4 2025
Shares 10,624 Value ($000) $473 Avg Close Range
Q3 2025
Shares 10,920 Value ($000) $486 Avg Close Range
Q2 2025
Shares 10,177 Value ($000) $428 Avg Close Range
Q1 2025
Shares 12,394 Value ($000) $449 Avg Close Range
Q4 2024
Shares 11,141 Value ($000) $380 Avg Close Range
Q3 2024
Shares 9,744 Value ($000) $372 Avg Close Range
Q2 2024
Shares 7,872 Value ($000) $274 Avg Close Range
Q1 2024
Shares 6,833 Value ($000) $242 Avg Close Range
Q4 2023
Shares 7,371 Value ($000) $257 Avg Close Range
Q3 2023
Shares 8,020 Value ($000) $258 Avg Close Range
Q2 2023
Shares 7,241 Value ($000) $240 Avg Close Range