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Sequoia Financial Advisors, LLC
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 60,651 | -42,727 | 4,404,505,000 | -3,404,700,000 | $72,620.48 |
| 12/31/2022 | Schwab US Dividend Equity ETF | SCHD | 103,378 | 43,508 | 7,809,205,000 | 7,804,916,000 | $75,540.30 |
| 06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 59,870 | 10,487 | 4,289,000 | 393,000 | $71.64 |
| 03/31/2022 | Schwab US Dividend Equity ETF | SCHD | 49,383 | 10,560 | 3,896,000 | 758,000 | $78.89 |
| 12/31/2021 | Schwab US Dividend Equity ETF | SCHD | 38,823 | 38,823 | 3,138,000 | 3,138,000 | $80.83 |
| 09/30/2021 | Schwab US Dividend Equity ETF | SCHD | 0 | -30,820 | 0 | -2,331,000 | |
| 06/30/2021 | Schwab US Dividend Equity ETF | SCHD | 30,820 | 7,062 | 2,331,000 | 599,000 | $75.63 |
| 03/31/2021 | Schwab US Dividend Equity ETF | SCHD | 23,758 | 2,591 | 1,732,000 | 374,000 | $72.90 |
| 12/31/2020 | Schwab US Dividend Equity ETF | SCHD | 21,167 | 1,412 | 1,358,000 | 266,000 | $64.16 |
| 09/30/2020 | Schwab US Dividend Equity ETF | SCHD | 19,755 | 3,329 | 1,092,000 | 242,000 | $55.28 |
| 06/30/2020 | Schwab US Dividend Equity ETF | SCHD | 16,426 | 4,949 | 850,000 | 334,000 | $51.75 |
| 03/31/2020 | Schwab US Dividend Equity ETF | SCHD | 11,477 | 1,407 | 516,000 | -67,000 | $44.96 |
| 12/31/2019 | Schwab US Dividend Equity ETF | SCHD | 10,070 | 94 | 583,000 | 36,000 | $57.89 |
| 09/30/2019 | Schwab US Dividend Equity ETF | SCHD | 9,976 | 1,110 | 547,000 | 76,000 | $54.83 |
| 06/30/2019 | Schwab US Dividend Equity ETF | SCHD | 8,866 | 845 | 471,000 | 52,000 | $53.12 |
| 03/31/2019 | Schwab US Dividend Equity ETF | SCHD | 8,021 | 8,021 | 419,000 | 419,000 | $52.24 |
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