SCHWAB STRATEGIC TR

Ticker: FNDA CUSIP: 808524763 Class: ETF

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

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

Q4 2025
Shares 55,610 Value ($000) $1,752 Avg Close — Range —
Q3 2025
Shares 60,821 Value ($000) $1,895 Avg Close — Range —
Q2 2025
Shares 58,927 Value ($000) $1,688 Avg Close — Range —
Q1 2025
Shares 63,541 Value ($000) $1,740 Avg Close — Range —
Q4 2024
Shares 55,890 Value ($000) $1,660 Avg Close — Range —
Q3 2024
Shares 28,065 Value ($000) $1,672 Avg Close — Range —
Q2 2024
Shares 23,017 Value ($000) $1,264 Avg Close — Range —
Q1 2024
Shares 22,646 Value ($000) $1,292 Avg Close — Range —
Q4 2023
Shares 21,990 Value ($000) $1,217 Avg Close — Range —
Q3 2023
Shares 19,307 Value ($000) $936 Avg Close — Range —
Q2 2023
Shares 18,624 Value ($000) $940 Avg Close — Range —
Q1 2023
Shares 6,404 Value ($000) $312 Avg Close — Range —
Q4 2022
Shares 4,534 Value ($000) $212 Avg Close — Range —