SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 389,715 Value ($000) $10,690 Avg Close — Range —
Q3 2025
Shares 407,347 Value ($000) $11,121 Avg Close — Range —
Q2 2025
Shares 213,928 Value ($000) $5,669 Avg Close — Range —
Q1 2025
Shares 213,422 Value ($000) $5,967 Avg Close — Range —
Q4 2024
Shares 203,445 Value ($000) $5,558 Avg Close — Range —
Q3 2024
Shares 49,500 Value ($000) $4,184 Avg Close — Range —
Q2 2024
Shares 46,895 Value ($000) $3,647 Avg Close — Range —
Q1 2024
Shares 51,651 Value ($000) $4,165 Avg Close — Range —
Q4 2023
Shares 55,772 Value ($000) $4,246 Avg Close — Range —
Q3 2023
Shares 56,001 Value ($000) $3,963 Avg Close — Range —
Q2 2023
Shares 60,651 Value ($000) $4,405 Avg Close — Range —
Q1 2023
Shares 85,336 Value ($000) $6,243 Avg Close — Range —
Q4 2022
Shares 103,378 Value ($000) $7,809 Avg Close — Range —
Q3 2022
Shares 71,069 Value ($000) $4,721 Avg Close — Range —
Q2 2022
Shares 59,870 Value ($000) $4,289 Avg Close — Range —
Q1 2022
Shares 49,383 Value ($000) $3,896 Avg Close — Range —
Q4 2021
Shares 38,823 Value ($000) $3,138 Avg Close — Range —
Q2 2021
Shares 30,820 Value ($000) $2,331 Avg Close — Range —
Q1 2021
Shares 23,758 Value ($000) $1,732 Avg Close — Range —
Q4 2020
Shares 21,167 Value ($000) $1,358 Avg Close — Range —
Q3 2020
Shares 19,755 Value ($000) $1,092 Avg Close — Range —
Q2 2020
Shares 16,426 Value ($000) $850 Avg Close — Range —
Q1 2020
Shares 11,477 Value ($000) $516 Avg Close — Range —
Q4 2019
Shares 10,070 Value ($000) $583 Avg Close — Range —
Q3 2019
Shares 9,976 Value ($000) $547 Avg Close — Range —
Q2 2019
Shares 8,866 Value ($000) $471 Avg Close — Range —
Q1 2019
Shares 8,021 Value ($000) $419 Avg Close — Range —