SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

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

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

Q4 2025
Shares 33,483 Value ($000) $840 Avg Close — Range —
Q3 2025
Shares 37,043 Value ($000) $931 Avg Close — Range —
Q2 2025
Shares 29,921 Value ($000) $749 Avg Close — Range —
Q1 2025
Shares 25,276 Value ($000) $628 Avg Close — Range —
Q4 2024
Shares 22,917 Value ($000) $557 Avg Close — Range —
Q3 2024
Shares 14,552 Value ($000) $736 Avg Close — Range —
Q2 2024
Shares 15,154 Value ($000) $739 Avg Close — Range —
Q1 2024
Shares 258,929 Value ($000) $12,700 Avg Close — Range —
Q4 2023
Shares 258,188 Value ($000) $12,837 Avg Close — Range —
Q3 2023
Shares 272,542 Value ($000) $13,066 Avg Close — Range —
Q2 2023
Shares 280,213 Value ($000) $13,809 Avg Close — Range —
Q1 2023
Shares 303,775 Value ($000) $15,319 Avg Close — Range —
Q4 2022
Shares 323,269 Value ($000) $15,915 Avg Close — Range —
Q3 2022
Shares 347,423 Value ($000) $17,072 Avg Close — Range —
Q2 2022
Shares 388,603 Value ($000) $20,052 Avg Close — Range —
Q1 2022
Shares 419,642 Value ($000) $22,346 Avg Close — Range —
Q4 2021
Shares 430,129 Value ($000) $24,147 Avg Close — Range —
Q3 2021
Shares 136,335 Value ($000) $7,732 Avg Close — Range —
Q2 2021
Shares 435,059 Value ($000) $24,742 Avg Close — Range —
Q1 2021
Shares 420,024 Value ($000) $23,694 Avg Close — Range —
Q4 2020
Shares 400,235 Value ($000) $23,302 Avg Close — Range —
Q3 2020
Shares 404,766 Value ($000) $23,752 Avg Close — Range —
Q2 2020
Shares 398,452 Value ($000) $23,421 Avg Close — Range —
Q1 2020
Shares 386,402 Value ($000) $22,713 Avg Close — Range —
Q4 2019
Shares 380,564 Value ($000) $20,904 Avg Close — Range —
Q3 2019
Shares 334,898 Value ($000) $18,607 Avg Close — Range —
Q2 2019
Shares 284,784 Value ($000) $15,652 Avg Close — Range —
Q1 2019
Shares 218,591 Value ($000) $11,756 Avg Close — Range —
Q4 2018
Shares 108,251 Value ($000) $5,732 Avg Close — Range —
Q3 2018
Shares 92,720 Value ($000) $4,802 Avg Close — Range —
Q2 2018
Shares 62,487 Value ($000) $3,270 Avg Close — Range —
Q1 2018
Shares 58,832 Value ($000) $3,094 Avg Close — Range —
Q4 2017
Shares 50,991 Value ($000) $2,719 Avg Close — Range —
Q3 2017
Shares 46,745 Value ($000) $2,520 Avg Close — Range —
Q2 2017
Shares 48,005 Value ($000) $2,591 Avg Close — Range —
Q1 2017
Shares 70,947 Value ($000) $3,803 Avg Close — Range —
Q4 2016
Shares 49,778 Value ($000) $2,656 Avg Close — Range —
Q3 2016
Shares 47,044 Value ($000) $2,614 Avg Close — Range —