SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

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

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

Q4 2025
Shares 153,759 Value ($000) $4,184 Avg Close — Range —
Q3 2025
Shares 149,477 Value ($000) $3,931 Avg Close — Range —
Q2 2025
Shares 129,836 Value ($000) $3,186 Avg Close — Range —
Q1 2025
Shares 132,044 Value ($000) $3,118 Avg Close — Range —
Q4 2024
Shares 118,875 Value ($000) $2,815 Avg Close — Range —
Q3 2024
Shares 39,542 Value ($000) $2,838 Avg Close — Range —
Q2 2024
Shares 30,664 Value ($000) $2,054 Avg Close — Range —
Q1 2024
Shares 30,365 Value ($000) $2,046 Avg Close — Range —
Q4 2023
Shares 31,586 Value ($000) $1,956 Avg Close — Range —
Q3 2023
Shares 24,620 Value ($000) $1,378 Avg Close — Range —
Q2 2023
Shares 24,632 Value ($000) $1,418 Avg Close — Range —
Q1 2023
Shares 7,947 Value ($000) $436 Avg Close — Range —
Q4 2022
Shares 4,260 Value ($000) $228 Avg Close — Range —
Q2 2022
Shares 4,713 Value ($000) $240 Avg Close — Range —